Tax Help For Individuals
Done Right, Every Year.
Whether your return is straightforward or your financial life has gotten more complicated, Mark brings 35 years of experience and genuine attention to every individual he works with.
You Don’t Have To Figure It Out Alone
Most people come to Mark for one of two reasons: they want a reliable CPA they can count on year after year, or something has changed in their financial life and they need someone with the experience to handle it well. Either way, the approach is the same: careful, thorough, and personal.
Situations Mark Commonly Helps With
Annual tax preparation
Accurate, on time, and explained before anything is filed
Tax planning
Proactive conversations about how to reduce your liability before year-end
IRS correspondence and inquiries
Someone in your corner if the IRS comes calling
Life changes
Marriage, divorce, a new job, a home purchase, retirement, an inheritance — each one affects your taxes differently
Prior year returns
If something was missed or needs to be amended, Mark can help sort it out
Tax research
When your situation raises questions that need a real answer, not a guess
Services At A Glance
Individual Tax Services
Individual returns prepared accurately and filed on time, including multi-state returns when applicable.
Federal & State Tax Preparation
Individual returns prepared accurately and filed on time, including multi-state returns when applicable.
Tax Planning
Forward-looking conversations about your tax situation - not just what you owe, but how to manage it.
Forward-looking conversations about your tax situation - not just what you owe, but how to manage it.
Support and guidance if you receive a notice, face an audit, or need to correspond with the IRS.
IRS Representation
Support and guidance if you receive a notice, face an audit, or need to correspond with the IRS.
When your situation is unusual or the rules aren't clear, Mark digs in to find the right answer.
Tax Research
When your situation is unusual or the rules aren't clear, Mark digs in to find the right answer.
Amended Returns
If a prior year return needs to be corrected, Mark can review and file the appropriate amendments.
If a prior year return needs to be corrected, Mark can review and file the appropriate amendments.
Major changes, such as a new job, a move, marriage, retirement, often have real tax consequences. Mark helps you understand them before they become surprises.
Life Event Guidance
Major changes, such as a new job, a move, marriage, retirement, often have real tax consequences. Mark helps you understand them before they become surprises.
"A number of clients approach me seeking a preparer who will provide them with personal service. The thing they mention most is that they never actually talked to anyone who knew their situation. That's what I try to change."
Explore Mark’s Tax Services
Small Businesses
Tax work, research, and advisory support for closely held businesses, including S corps, C corps, and partnerships.
Tax work, research, and advisory support for closely held businesses, including S corps, C corps, and partnerships.
Non-Profits
Tax compliance and accounting support for charitable, membership, social welfare, and recreational nonprofit organizations.
Tax compliance and accounting support for charitable, membership, social welfare, and recreational nonprofit organizations.
Get in Touch
Have a tax question, need help with a return, or not sure where to start? Reach out to Mark.
Mark is genuinely committed to being available when you need him, on your schedule.