Individual tax preparation
Preparation support for individuals and families, with attention to documentation and accuracy.
Tax Services
Understand what you owe, and why.
Tax support at Peak City Financial is built around organized records and clear explanations. You should finish every conversation knowing what was filed, what it was based on, and what to expect next.
Small-business tax preparation
Preparation support for self-employed professionals and small business entities.
Tax document organization
A clear checklist and secure collection process so nothing is missing when preparation begins.
Estimated tax support
Help calculating and tracking estimated payments so quarterly obligations are not a surprise.
Tax notice assistance
Help reading and understanding a notice you received, and organizing the documentation a response requires.
Year-round tax planning support
Planning conversations during the year, when decisions can still be made, rather than only in April.
Accounting-to-tax coordination
When your books are maintained here, tax preparation starts from reconciled records instead of a shoebox.
Credential status
IRS Enrolled Agent — In Progress. The practitioner is actively studying and testing toward the Enrolled Agent designation. Until it is officially awarded, tax services are offered as preparation and support work only, and the practitioner will not be described as an Enrolled Agent anywhere on this site.
Request Tax Assistance
Bring your questions, your notices, and last year's return. We will start by getting a clear picture of your situation.