My Services

Trusted tax help for individuals and small businesses year-round.

Tax Preparation & Filing

Comprehensive federal tax preparation for individuals and businesses, ensuring every return is filed accurately and with all eligible credits and deductions applied. Special attention is given to complex situations, including education credits, retirement distributions, investments, and small-business income.

Close-up of hands reviewing tax documents with a calculator.

Tax Resolution & IRS Representation

Professional representation before the IRS to help resolve tax problems such as back taxes, notices, audits, penalties, liens, and payment plans. Advanced training from the American Society of Tax Problem Solvers equips advocates with effective advocacy and resolution strategies for clients facing IRS challenges.

Proactive, year-round tax planning designed to minimize future tax liability and avoid surprises. Clients receive guidance on major life events, education planning, retirement strategies, and business decisions, turning tax filing into a long-term financial strategy rather than a once-a-year task.

Tax Planning & Advisory Services

A Tax Professional discussing tax strategies with a small business owner regarding an IRS audit.

Organized workspace featuring tax forms, while discussing life events.

Trusted Tax Expertise

Beyond preparing tax returns, PMTAX helps clients navigate complex IRS issues, reduce tax burdens, and plan proactively for the future. Ongoing professional training and advanced certifications ensure clients receive knowledgeable, ethical, and up-to-date guidance in an ever-changing tax environment. Whether you need help filing, resolving IRS problems, or planning, this firm serves as a reliable partner in your financial success.

A friendly tax professional sitting at their desk, reviewing documents with a client.

Ask a Tax Professional