Financial Clarity for You
and Your Business

Individual and business returns, bookkeeping, and year-round planning.

Who We Help

Individuals

Juggling W-2s, dependents, a new home, or rental income? Get your return done right, with the credits and deductions you're entitled to.

Business

Running an LLC, S Corp, or sole proprietorship? Get your business return, monthly books, and year-round tax planning handled in one place.

Crypto Traders

Trading across multiple exchanges or wallets? Get your gains and losses reconciled and reported accurately on Form 8949.

Frequently Asked Questions

Please reach me at info@tpxucpa.com if you cannot find an answer to your question.

How do I get started?▾

1) Initial consultation to discuss your needs and get a quote. 2) Sign the engagement letter and pay the deposit. 3) Upload your documents securely through the Client Portal. 4) Work begins.

What do I need to bring for my tax return?▾

Your W-2s, 1099s, last year's return, ID, and records for any deductions (mortgage interest, property tax, charitable gifts, business expenses). I'll send a checklist when we get started.

How do I send my documents securely?▾

Use the Client Portal link at the top of the site. Please don't email Social Security numbers or tax documents.

How much does tax preparation cost?▾

Fees depend on the complexity of your tax return. You will get a quote, as outlined in the engagement letter, before any work begins.

Can you help if I received an IRS letter or owe back taxes?▾

Yes. I represent clients before the IRS for notices, audits, appeals, and payment plans or settlements.

How long will my return take?▾