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Individual Tax Returns
W-2s, dependents, credits, deductions and more.
Tax preparation • Tax strategy • Business support
Tax preparation made simple. Strategy made personal.
Get your taxes prepared by someone who takes the time to understand your situation—not just your numbers.
15+ Years of Experience
Personalized Service
Secure Process
Individual & Business Tax
Tax Services
Tax help that meets you where you are.
Whether you have a straightforward W-2 or a more complex business situation, get a process designed around your needs.
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Self-Employed & Schedule C
For freelancers, contractors and small business owners.
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Business Tax Preparation
Tax preparation and guidance for business owners.
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Tax Planning
Plan ahead instead of waiting until tax season to make decisions.
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Prior-Year Returns
Need to catch up on an old return? Let's get you back on track.
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IRS Notice Assistance
Received a notice and don't know what to do next? Get professional guidance.
Why Sherry
Your taxes deserve more than a transaction.
You shouldn't feel like just another tax return number. Get personalized attention, straightforward communication and a tax professional who helps you understand what's happening with your money.
✓Experienced guidance
Years of hands-on tax preparation experience.
Years of hands-on tax preparation experience.
✓Personal attention
Your tax situation is reviewed on its own merits.
Your tax situation is reviewed on its own merits.
✓Clear communication
No confusing tax talk when a simple explanation will do.
No confusing tax talk when a simple explanation will do.
✓Convenient process
Designed to make getting started simple.
Designed to make getting started simple.
How It Works
Four simple steps.
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Tell Me
Complete a quick client intake about your tax situation.
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Send Documents
Submit the documents needed for your return securely.
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Prepare & Review
Your return is prepared and carefully reviewed.
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Approve & File
Review your return, approve it and move forward.
Transparent Pricing
Know what you're paying for.
Tax preparation pricing is based on your return.
Every tax situation is different. Start with a quick intake so your preparation fee can be determined based on the forms and schedules you actually need.
FAQ
Questions? Start here.
Do you prepare taxes remotely?
Yes. The process can be completed virtually, making it convenient whether you're local or outside the area.
Do you work with self-employed clients?
Yes. Schedule C and self-employed tax situations are welcome.
Can I schedule a consultation before filing?
Absolutely. A consultation can help clarify your tax situation and determine the best next step.
What documents will I need?
You'll receive a personalized document checklist based on your tax situation.
Ready to Get Started?
Your tax return. Your money. Your future.
Let's make tax season a little easier. Complete the intake to get started with Taxes & Notary by Sherry.