Accurate tax preparation with personal service from an IRS Enrolled Agent. Whether your return is straightforward or involves self-employment, investments, rental property, or other tax matters, I’ll help you file with confidence and understand what’s actually going on with your taxes.
Before preparing your return, I look at your overall tax situation, ask questions when something needs clarification, and consider the deductions and credits that may apply to you.
And when your return is finished, I want you to understand the result—especially why you owe money, why you're receiving a refund, and whether there are changes you should consider for the year ahead.
I work with a variety of individual tax situations, including:
If something on your return requires additional research or a separate service, I'll explain that before moving forward.
1. Send Your Tax Documents
Upload your documents through my secure client portal or bring them to your appointment. I’ll review what you provide and let you know if anything else is needed.
2. I Prepare Your Return
I personally prepare and review your return based on the information you provide. Your tax preparation isn’t outsourced or passed from one preparer to another.
3. Review & Sign
Once your return is ready, you’ll have an opportunity to review the results, ask questions, and understand your refund or balance due. Required documents can be signed securely through the client portal.
4. I File Your Return
After your approval and signature, I’ll electronically file your return with the appropriate tax authorities. And if questions come up afterward, I’m available year-round.
Every tax return client receives access to our Peachtree Tax Audit and ID Theft Protection package at no additional charge, including:
Switching tax professionals? Your previous tax return can also be converted and imported at no additional charge when applicable.
If you haven't filed for one or more previous years, don't let that keep you from getting started.
I prepare prior-year and delinquent individual tax returns and can help you determine what needs to be filed and what your next steps should be.
Peachtree Tax Solutions is based in Peachtree City, Georgia, serving clients in Fayetteville, Tyrone, Sharpsburg, Newnan, Fayette and Coweta Counties, as well as clients who prefer to work remotely.
Appointments are available virtually or in person.