Stop Overpaying the IRS.
Get the Exact Tax Prep Checklist I Use With My Clients.

Designed for W-2 employees & small business owners who want to maximize deductions and avoid costly mistakes.

✔ Know exactly what documents you need
✔ Avoid missed deductions & IRS red flags
✔ Save time before filing or meeting your tax preparer

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I’ve helped individuals and small business owners legally reduce their tax liability, stay compliant, and file with confidence.

This checklist is the same framework I use before every client filing.