What types of returns does this firm prepare?

Returns for individuals, partnerships, corporations, estates, trusts, and other entities with tax-reporting requirements — including rental income, payroll and sales-tax filings, and returns for taxpayers with obligations in more than one state.

Does this firm provide planning services?

Yes. Planning covers individual and business tax planning, business organization, rental property, retirement, sales and exchanges, education planning, and the tax side of home purchase, sale, and refinancing decisions.

Is the firm available outside of filing season?

Yes. The practice operates year-round. Notices, planning questions, bookkeeping, and payroll or sales-tax responsibilities do not follow the April calendar, and neither does the availability of the firm.

What is an Enrolled Agent?

An Enrolled Agent is a federally credentialed tax professional authorized to represent taxpayers before the Internal Revenue Service. Enrolled Agents are subject to continuing-education and professional-conduct requirements set by the IRS. An Enrolled Agent is not a Certified Public Accountant or an attorney.

How should I send tax documents to the firm?

Through the secure ClientHub portal. Please do not email tax returns, government notices, bank or payroll records, or anything containing a Social Security or employer identification number.

Learning Center

Answers written for the person actually holding the notice.

Practical guidance on the questions that come up most often — reviewed by a credentialed Enrolled Agent, and written to be useful before you call anyone.

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Core topics

Start with the situation you are in.

Each topic links to the service pathway where it is covered in detail.

What to do after receiving an IRS notice

How to identify the real deadline, what the notice is actually requesting, and the order in which to respond.

When a business needs bookkeeping support

The signals that in-house recordkeeping has stopped keeping up — and what changes when it is handled externally.

Estimated-tax planning for business owners

Why quarterly payments get missed, how the amounts are set, and what happens when income shifts mid-year.

Payroll and sales-tax responsibilities

The recurring filings a small business owner is personally responsible for, and the ones most often overlooked.

Filing unfiled or prior-year returns

How catching up works, why filing compliance comes before most resolution options, and what to gather first.

Multistate tax considerations

When a move, a rental property, or out-of-state work creates a filing obligation somewhere new.

Tax planning after a major life change

Retirement, a property sale, an inheritance, or a change in income — and the timing decisions that follow.

Tax considerations when starting a business

Entity questions, registration obligations, and the recordkeeping foundation that makes the first return straightforward.

Estate and trust filing responsibilities

What executors, personal representatives, and trustees are expected to file, and on what schedule.

What an Enrolled Agent can do for a taxpayer

Preparation, planning, and representation before the IRS — and the limits of the credential.

Recent from the article library

Timely items worth knowing about.

These articles are published in the firm's existing library. Anette reviews the topics that matter for her clients and is available to explain how any of them apply to your situation.

Frequently asked

Common questions, answered plainly.

What types of returns does this firm prepare?: Returns for individuals, partnerships, corporations, estates, trusts, and other entities with tax-reporting requirements — including rental income, payroll and sales-tax filings, and returns for taxpayers with obligations in more than one state.
Does this firm provide planning services?: Yes. Planning covers individual and business tax planning, business organization, rental property, retirement, sales and exchanges, education planning, and the tax side of home purchase, sale, and refinancing decisions.
Is the firm available outside of filing season?: Yes. The practice operates year-round. Notices, planning questions, bookkeeping, and payroll or sales-tax responsibilities do not follow the April calendar, and neither does the availability of the firm.
What is an Enrolled Agent?: An Enrolled Agent is a federally credentialed tax professional authorized to represent taxpayers before the Internal Revenue Service. Enrolled Agents are subject to continuing-education and professional-conduct requirements set by the IRS. An Enrolled Agent is not a Certified Public Accountant or an attorney.
How should I send tax documents to the firm?: Through the secure ClientHub portal. Please do not email tax returns, government notices, bank or payroll records, or anything containing a Social Security or employer identification number.

Information on this website is general in nature and is not tax, legal, or investment advice. Outcomes depend on individual facts and applicable law. No specific result is promised or guaranteed.

Tax questions are easier to solve before they become tax emergencies.

Work with Anette Desbaillets, EA, for year-round tax preparation, accounting support, planning, and IRS representation.

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