About
Professional Expertise
For over 35 years, I have built my practice around one simple belief: every client deserves to understand their tax situation and feel confident about what comes next. As an Enrolled Agent, I serve clients throughout the Coachella Valley and across the United States, including representing taxpayers before the IRS when tax issues arise.
When you work with me, you receive direct, one-on-one attention from someone who takes the time to listen, answer your questions, and understand your individual needs. I provide service in both English and Spanish and remain available year-round not just during tax season. I am also a commissioned Notary Public, providing clients with the added convenience of professional notary services in one trusted place.
Services
What I Offer
Individual & Business Tax Preparation
Reliable federal and state tax return preparation tailored to your personal or business needs.
IRS & Audit Representation
Help understanding IRS notices, preparing responses, and representing you before the IRS during an audit.
Notary Services
Professional and convenient notarizations handled with care and attention to detail.
ITIN Applications
Guidance with new and renewal ITIN applications, including completing forms and organizing the required documents.
FAQ
Frequently Asked Questions
- Do I need an appointment?
Appointments are required during tax season to ensure every client receives dedicated time and personal attention. Walk-ins are welcome during the off-season, although scheduling ahead is recommended to avoid a possible wait. You can conveniently make an appointment by phone, email, or through our website.
- What documents do I need for my tax appointment?
Please bring a valid government-issued photo ID, Social Security or ITIN information for everyone included on the return, and a copy of your prior-year tax return if you are a new client.
You should also bring all income and deduction documents, including W-2s, 1099s, mortgage interest statements, childcare expenses, business income and expenses, and health insurance forms.
For direct deposit of your refund, please provide your bank routing and account numbers or a voided check. If you are unsure whether a document is needed, bring it with you, and we will review it together.
- Can my taxes be completed remotely?
Yes. Your tax return can be completed remotely with the same personal attention you would receive in the office. You can securely submit your documents, communicate by phone, email, or video appointment, review your return, and sign electronically.
- Do you help clients who received an IRS or state tax letter?
Yes. I review IRS and state tax notices, explain what they mean, and help determine the appropriate response. Because notices often have deadlines, please contact me promptly and provide all pages of the notice.
- Do you represent clients during IRS tax audits?
Yes. As an Enrolled Agent, I am authorized to represent taxpayers before the IRS during audits. I can assist even if another tax professional prepared the return being examined.
- Do you assist with ITIN applications?
Yes. I assist with new and renewal ITIN applications, including Form W-7 and the required supporting documents.
- What should I bring to a notary appointment?
Bring the document to be notarized and a valid government-issued photo ID. All signers must appear in person, and the document should be completed but left unsigned until instructed.