Professional Individual Tax Preparation Services

Reliable and ethical, personalized tax solutions to simplify your finances and maximize your returns—because your peace of mind matters.

Individual Tax Preparation
Spanish Bilingual Services
E-File and Electronic Signature Options
Online Client Portal
Tax Resolution

My Services

“Specializing in investment account reporting, stock sales reporting, investment sales reporting, rental properties, sales of primary or investment residences, college education credits, home energy credits, itemized deductions, retirement planning, child and other dependent credits, earned income credit, additional child tax credit, and more.”

Tax News for 2025

One Big Beautiful Bill (OBBBA), Public Law 119-21

New Deductions (2025–2028)

• No Tax on Tips – Deduction up to $25,000/yr (IRS-listed occupations). Effective: Jan 1, 2025 • Expires: Dec 31, 2028

• No Tax on Overtime – Deduction for overtime premium pay. Max $12,500 single / $25,000 MFJ. Effective: Jan 1, 2025 • Expires: Dec 31, 2028

• Car Loan Interest Deduction – Interest on new U.S.-assembled vehicles (not leases). Max $10,000/yr. Effective: Jan 1, 2025 • Expires: Dec 31, 2028

• Additional Senior Deduction – Extra $6,000 (65+); $12,000 MFJ if both qualify. Effective: Jan 1, 2025 • Expires: Dec 31, 2028

• SALT (State and Local Tax) Deduction Cap – Raised from $10,000 → $40,000 (slightly indexed). Effective: Jan 1, 2025 • Expires: Dec 31, 2029 (reverts to $10k cap)

Permanent Changes

• Child Tax Credit (CTC) Increase – About $2,200 per child in 2025; indexed annually. Effective: Jan 1, 2025 • Permanent

• Standard Deduction (Permanent) – TCJA-expanded levels, locked in. 2025: $15,750 single / $31,500 MFJ. Effective: Jan 1, 2025 • Permanent

Notes • IRS to publish list of tipped occupations by Oct 2, 2025. • All temporary deductions have income phase-outs. • Applies to returns filed in 2026 for tax year 2025.

Fire Victims Trust Updates:

H.R. 5863, the “Federal Disaster Tax Relief Act of 2023,” which provides tax relief with respect to certain federal disasters has passed.

Contact me to amend your previous tax returns and receive a refund for the taxes paid.

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Inquire about discounts available for active and retired military personnel.

About

With a career spanning over two decades, I bring extensive experience in tax preparation and a deep commitment to serving my clients. My professional journey began in Title and Escrow, where I spent 10 years developing strong administrative and client-service skills before the 2006 housing crisis prompted a career shift.

Recognizing an opportunity to grow my professional skills, I enrolled at Empire Business College, earning my education in computerized accounting while simultaneously completing the certification requirements to become a CTEC & PTIN-certified tax preparer. The following tax season, I joined Tax Service Plus, where I had the privilege of working under the mentorship of Terry Brown for 13 seasons. This invaluable experience honed my technical skills and deepened my passion for helping clients navigate complex tax matters. I continued my work at Tax Service Plus under new ownership for an additional five years after Terry’s retirement.

In 2007, I also joined the County of Sonoma, where I have cultivated a fulfilling career in local government. In 2024, I embraced a long-held dream and launched my own home-based tax business, a journey made possible through the encouragement of family, friends, and the steadfast support of Tamara Figlar, CPA.

I am excited to begin this new chapter, dedicated to building lasting relationships and empowering my clients to achieve their financial goals with confidence, clarity, and peace of mind.