- Individual Tax Returns (Federal and State)
- Multi-State Tax Returns
- Electronic Filing
- Amended Tax Returns
- Foreign Bank Accounts Filing Requirements (FBAR)
- Business (Sole Proprietorships, Partnerships)
Tax Planning and Consulting Services
- Change in filing status (marriage, divorce, death, children)
- Other situations (sale of residence or capital assets, education, job change, etc.)
Representation before the IRS and FTB
- Tax agency correspondence
- Correspondence audits
- I do not currently support in-person tax agency return audits.
I offer Notary services in the local area of Arroyo Grande and vicinity.
- Notarial acts require personal attendance.
- Standard fees apply per signature notarized.
- Additional costs apply for ancillary services (travel, copies).
Feel free to contact this office about situations not specifically identified above.
* PDF reader is required.