Local, calm, year-round tax help from a preparer who answers her own phone — for individuals, families, and small businesses.
Every path below is handled personally by Katina — no hand-offs, no junior preparer surprises, no rushed appointments. Pick the one that sounds like your year.
For W-2 employees, families, retirees, and everyday filers who want a clear, organized filing experience.
Every credit and deduction found, plain-English review before you sign, no rushed appointments.
For independent workers and small business owners who need income, deductions, and documents handled with care.
Schedule C, LLC, S-corp, and partnership returns built from clean books — or we help you get there.
For clients who need to catch up, get organized, and take the next right step without shame or confusion.
Back returns filed, IRS transcripts pulled, and penalty abatements requested where you qualify.
For people who are not sure what they have, what they need, or what should happen next.
A second set of eyes on your paperwork before you file — flagged gaps, clear next steps, no pressure.
Pick a time that works — in person or virtual. We confirm same day.
Send documents through our encrypted client portal. No drop-offs needed.
We walk you through the return before filing, then stay reachable year-round.
"I walked in with a shoebox of receipts and three years of anxiety. Katina didn't make me feel behind — she made me feel like it was fixable. We filed everything, set up quarterly payments, and I finally sleep better."
"She caught a deduction I had been missing for two years. Professional, quick, and actually answers the phone when I have a question in August. That alone is worth it."
"My last preparer just filed and disappeared. Katina sat with me, explained every line, and helped me plan ahead for next year. I already booked my 2026 appointment."
A few of the questions we hear most. Read all 10 on the FAQ page.
See all FAQs →Photo ID, Social Security cards for everyone on the return, all W-2s and 1099s, last year's return if you're new to us, and any documents for deductions or credits (mortgage interest, daycare, tuition, charitable giving, business expenses). If you're not sure, send what you have and we'll let you know what's missing.
Pricing depends on the forms your return requires. Simple federal + state returns start at a flat fee; small business and multi-state returns are quoted before any work begins. You'll always see the price before you sign.
Yes. Most clients file with us without ever coming in. You upload documents to our secure portal, we prepare the return, we meet by video to walk through it, and you e-sign. We e-file the same day in most cases.
When you e-file with direct deposit, the IRS typically issues refunds within 21 days. State refunds vary. We give you the IRS confirmation number so you can track it yourself, and we follow up if anything stalls.
Pick up the phone — Katina answers herself and walks you through your first question on the spot.
