Tax Preparation Services

Expert Tax Strategy for Military, Investors, & Entrepreneurs

For Service Members & Veterans

Starting at $135

  • PCS Moves
  • CZTE (Combat Zone Tax Exclusion)
  • State Residency Issues

Military members face unique tax challenges. Your annual filing shouldn't be one of them. I specialize in CZTE and military-specific tax situations.

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For Real Estate Investors & Landlords

Starting at $235

  • Schedule E Filing
  • Depreciation Calculations
  • Repairs vs Improvements
  • 1031 Exchanges

Started investing in 2017 with our first VA Home Loan rental. I simplify the tax-beneficial business of real estate investing.

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For Solopreneurs & Small Business

Starting at $260

  • Schedule C Filing
  • Estimated Payments
  • Home Office Deduction
  • Entity Selection (LLC vs S Corp)

Maximize deductions and minimize tax liability. Forward-looking planning to avoid underpayment penalties.

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Why Choose Stellar Wealth Management?

Personal Experience

As an Air Force veteran, real estate investor, and business owner, I've navigated the same tax situations you face. I bring both professional expertise and personal experience to every return.

IRS-Recognized Tax Preparer (AFSP)

As an Annual Filing Season Program (AFSP) participant, I complete 18 hours of continuing education annually and can represent you before the IRS for returns I prepared. If you receive an IRS notice, I can communicate with them on your behalf.

Year-Round Support

Tax season may end in April, but tax planning is year-round. I'm available to answer questions and help you make tax-smart decisions throughout the year.

Secure & Convenient

Use our secure client portal to upload documents, review returns, and e-sign forms. Everything is encrypted and protected to IRS standards.

Proactive Planning

I don't just prepare your return—I help you plan for next year. Estimated payments, retirement contributions, and strategic timing to minimize your lifetime tax burden.

Client-Focused Service

You're not just another tax return to me. I take the time to understand your unique situation and ensure your return is accurate and optimized for your specific circumstances.

Ongoing Services & Consulting

Year-round support and strategic tax planning

Monthly IRS Transcript Monitoring

$450/year

Stay ahead of IRS notices and identity theft. I monitor your IRS transcripts monthly and alert you to any issues before they become problems.

  • Monthly transcript review
  • Early fraud detection
  • IRS notice alerts
  • Peace of mind

Year-Round Tax Planning

$900/year

Four 1-hour strategic planning sessions throughout the year. Schedule quarterly for ongoing guidance or use as needed for major financial decisions.

  • Four 1-hour sessions annually
  • Quarterly tax planning
  • Major decision support
  • Proactive tax strategies
  • Year-end tax projections

Small Business Growth & Tax Strategy

$1,950

Six strategic consulting sessions covering business structure, tax optimization, financial systems, and operational guidance. Additional hours: $350/hour.

  • Six strategic sessions
  • Business structure optimization
  • Tax planning & reduction
  • Financial system setup
  • Operational guidance
  • Growth strategy support

Ready to Get Started?

Let's discuss your tax situation and create a plan to minimize your tax liability.

Contact Me