Services beyond Tax Prep
Beyond Basic Tax Prep
At Northeast Tax, we do more than prepare returns — we help you stay compliant, organized, and confident year-round.
As an IRS Enrolled Agent, I’m authorized to represent you before both state and federal tax authorities — whether that means responding to letters, addressing collection actions, or managing an audit from start to finish.
For businesses, we offer everything from startup setup and bookkeeping systems to advanced compliance oversight — helping you build efficient processes that support growth and peace of mind.
We're shoe box heroes!
Still buried in receipts — or lost in a digital shoebox of files and emails? Let’s fix that. Book a no-charge consultation, and we’ll see how I can help bring order to the chaos and whether we’re a good fit to work together.
How We Work With You
Whether we meet in person or online, our goal is the same — to make every tax and financial conversation comfortable, secure, and productive.
In-person meetings are available by appointment in a clean, professional space designed for privacy, comfort, and real connection. We meet you where you are — whether you’re highly organized or still getting things sorted — and help you tackle financial details with clarity, confidence, and zero judgment.
We also offer secure, encrypted options for sharing and downloading documents — giving you flexibility and peace of mind no matter where you are. And of course, online meetings are always welcome! Many clients appreciate the convenience of a quick Zoom or video call, and we love connecting with you that way too.