Get A Step Above with Your Tax Preparation Needs

Today's tax laws are complicated and filing a relatively simple return can be confusing. We stay up-to-date with over 24 hours in continuing education each year in federal and state tax law. Our goal is to save you money with the available deductions and credits to which you are entitled. Even if you use a computer software program, there's no substitute for an experienced tax professional.

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A Step Above Bookkeeping has earned the privilege of representing taxpayers before the IRS as an Enrolled Agent, the highest credential the IRS awards and we are ready to help you get A Step Above with your tax preparation needs.

  • Individual income tax preparation
  • Multi-state returns
  • Amended tax returns
  • Review of previous year tax returns
  • Free electronic filing
  • Representation before the IRS and state tax departments
  • Response to IRS and state letters of inquiry
  • On-line 24 / 7 access to your prior year tax returns in our client portal
  • Small unincorporated businesses
  • Estimated taxes

  • Rental properties
  • Short sales and foreclosures
  • Capital gains taxes on security sales: stocks, bonds, mutual funds
  • Employee stock options
  • Nonqualified stock options
  • Initial tax return meeting (optional for returning clients)
  • Our questions and your answers
  • Preparation, discussion, and revision of draft tax returns (we value your input)
  • Completion of final tax returns and final meeting (optional)

Get Started

To learn more about our individual tax preparation services,
call today to schedule your initial free 30-minute consultation.

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