• Partnership returns

  • S Corporation and C Corporation filings

  • Owner distributions and reporting

  • Estimated tax planning

  • Year end business tax preparation

  • Partnership returns

  • S Corporation and C Corporation filings

  • Owner distributions and reporting

  • Estimated tax planning

  • Year end business tax preparation

  • Payroll processing

  • Quarterly payroll tax filings

  • W-2 and 1099 preparation

  • Payroll tax reporting

  • Ongoing compliance support

  • QuickBooks setup and configuration

  • Cleanup of existing records

  • Monthly or quarterly review

  • Financial statement preparation

  • Tax ready accounting support

  • Partnership returns

  • S Corporation and C Corporation filings

  • Owner distributions and reporting

  • Estimated tax planning

  • Year end business tax preparation

  • Partnership returns

  • S Corporation and C Corporation filings

  • Owner distributions and reporting

  • Estimated tax planning

  • Year end business tax preparation

  • Payroll processing

  • Quarterly payroll tax filings

  • W-2 and 1099 preparation

  • Payroll tax reporting

  • Ongoing compliance support

  • QuickBooks setup and configuration

  • Cleanup of existing records

  • Monthly or quarterly review

  • Financial statement preparation

  • Tax ready accounting support

IRS Representation and Enrolled Agent Services

As a federally licensed Enrolled Agent, representation before the Internal Revenue Service is available when tax matters require direct communication or resolution. This credential provides authority to assist both individuals and businesses in dealing with federal tax issues.

When notices arrive or questions arise, having qualified representation helps ensure responses are timely, accurate, and properly documented. Assistance is provided in reviewing IRS correspondence, explaining available options, and determining the most practical path forward.

Services Include:

  • IRS notices and letters
  • Payment plan arrangements
  • Tax resolution support
  • Federal tax communication
  • Review of account transcripts
  • Assistance with amended returns
  • Support during audits or inquiries

Clear communication and careful preparation remain the priority throughout the process. The goal is to resolve matters efficiently while protecting the interests of each client.

Local Experience That Matters

Ohio-MapI grew up in Northwest Ohio and went to high school in Fremont. I earned my accounting degree from Tiffin University and later completed my MBA. I’ve spent decades working in accounting and tax preparation, both in public accounting firms and private industry.

I am an Enrolled Agent, licensed by the Internal Revenue Service, which allows me to represent clients before the IRS and stay current on federal tax law.

In Fall 2024, I opened my own practice to serve local clients who want steady, reliable help from someone they can actually talk to.

Get in Touch

If you’re looking for accounting or tax services in Wood County or the surrounding area, reach out to schedule a discussion. We can talk through your needs and see if working together makes sense.

No pressure. Just a clear, local, professional conversation.