Our Services
Our tax preparation and planning services are designed to maximize your returns while ensuring full compliance with current regulations. Trust a seasoned professional to guide you through every stage of the tax process with precision and expertise.
Income Tax Preparation Services
As an IRS Enrolled Agent, I provide comprehensive tax preparation services tailored to individuals, small businesses, and independent professionals. My practice is built on deep knowledge of federal and state tax law, meticulous attention to detail, and a commitment to helping clients minimize tax liability while maintaining full compliance.
My tax preparation fees are based on the complexity of each return, reflecting the time, expertise, and level of analysis required. I’m happy to provide an estimate in advance once I understand your tax situation, so there are no surprises and you know what to expect. I specialize in preparing individual and business tax returns. I prepare and file personal 1040s, partnership returns, S-corporation returns, and estate tax filings.
Tax Consultation Services
I bring a solutions-focused approach backed by nearly two decades of expertise. Whether you need support interpreting evolving tax regulations, identifying credit and deduction opportunities that optimize financial outcomes, or navigating major financial events, I can help.
Tax Notice Services and Audit Representation
I can assist clients with IRS letters by reviewing the notice, explaining what it means, and determining the best response strategy. I can prepare and submit the required documentation, communicate with the IRS on your behalf, and work to resolve issues efficiently and accurately so you can move forward with confidence.
My longstanding experience includes representing clients directly before the IRS, resolving tax controversies, and guiding taxpayers through audits, and payment arrangements with clarity and confidence. Clients trust me to help ensure their rights are protected. I respond accurately to inquiries, and work to achieve the best possible outcome for you.
Custom Tax Optimization Planning
I start by analyzing your full financial picture, including income sources, investments, retirement accounts, and future goals. From there, I develop a custom tax savings plan that identifies opportunities to reduce lifetime tax liability, improve cash flow, and align tax decisions with long-term objectives. This includes coordinating investment strategy and retirement planning through a tax-focused lens, so decisions made today support income efficiency and flexibility later.
The result is a clear, actionable plan—not generic advice—built to help you make confident decisions, optimize retirement income, and keep more of your money working for you over time.“Steve was a very knowledgeable advisor, friendly, explained everything simply & did a wonderful job. I'll definitely use him again next year.." - John R
"We've had a great experience with Steve Moss. He's been very helpful both during and after tax season.." - Ryan W
Get In Touch
If you're interested in working with me, click on the “Book Now” Button. You can book appointments for 30 to 90 minutes. You can also complete the form with a few details about your situation. I'll review your message and get back to you within 2 business days.