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Tax Preparation

Tax season, handled with clarity.

Careful, organized tax preparation for individuals, families, self-employed professionals, and small businesses — with a clear process from your first conversation to your final filing.

Book a Tax Consultation (opens in a new tab)How It Works

What we prepare

  1. 01Individual returns
  2. 02Self-employed & Schedule C
  3. 03Business returns
  4. 04Amended returns
  5. 05Prior-year filings

CredentialKurt G. Von GieseCTEC Registered Tax Preparer (CRTP)CTEC Registration No. A360960

Verify status — Verify with the California Tax Education Council (opens in a new tab)

Services

Returns prepared with care, explained in plain language.

Every engagement begins by understanding your situation. From there, we prepare your return carefully and make sure you understand what you are signing.

  • 01

    Individual Tax Returns

    Personal returns for individuals and families, prepared with care and explained in plain language.

    • Wage and salary income
    • Common credits and deductions
    • Household and family considerations
  • 02

    Self-Employed & Schedule C

    Returns for freelancers, contractors, and sole proprietors who report business income on Schedule C.

    • Business income and expenses
    • Help organizing receipts and records
    • Self-employment considerations
  • 03

    Business Tax Returns

    Returns for small businesses. The specific entity types we prepare will be confirmed during your consultation.

    • Review of your business structure
    • Organized financial records
    • Coordination with your bookkeeping
  • 04

    Amended Returns

    If something was missed or reported incorrectly on a previously filed return, we can help you prepare an amendment.

    • Review of the original return
    • Identification of needed corrections
    • Clear explanation of changes
  • 05

    Prior-Year Filings

    Behind on a past return? We help you catch up with a calm, organized approach — one year at a time.

    • Gathering prior-year records
    • Year-by-year preparation
    • A clear path back to current
  • 06

    Document Organization

    Not sure what you need? We help you understand which records matter and how to keep them organized year-round.

    • Personalized document checklist
    • Simple organizing systems
    • Fewer surprises next season

The Process

Five clear steps, start to finish.

Each step is explained along the way, so you know where your return stands and what comes next.

  1. 01

    Consultation

    We talk through your situation, what you need filed, and any questions or concerns — so we both know the scope from the start.

  2. 02

    Document Collection

    You receive a personalized checklist and instructions for sharing documents through a secure method provided after your consultation.

  3. 03

    Preparation

    Your return is prepared carefully from the documents you provide. If anything is missing or unclear, we reach out before moving forward.

  4. 04

    Review

    We walk through the completed return together so you understand what is being filed — and nothing is submitted without your approval.

  5. 05

    Filing

    Once approved, your return is filed and you receive copies for your records, along with any notes for the year ahead.

Pricing

Fees.

Fees depend on the scope and complexity of each engagement. Your fee is discussed and agreed with you before any work begins.

  • Individual Tax Return

    Personal returns for individuals and families.

    Discussed at consultation

  • Self-Employed / Schedule C

    Returns that include self-employment or sole proprietor income.

    Discussed at consultation

  • Business Tax Return

    Returns for eligible small business entities.

    Discussed at consultation

  • Amended Return

    Corrections to a previously filed return.

    Discussed at consultation

  • Prior-Year Filing

    Returns for a previous tax year, priced per year.

    Discussed at consultation

Questions about fees, invoices, or payments? Email billing@stabilitystrategyservices.com.

Getting Ready

What to start gathering.

A general list to help you get organized before your consultation. You will receive a personalized checklist once we understand your situation.

  • Last year's tax return, if available
  • Income documents such as W-2s and 1099s
  • Records of business income and expenses, if self-employed
  • Records related to deductions or credits you may claim
  • Any letters or notices received from tax agencies

Please do not send tax documents or personal identification numbers through this website or by email. Secure document-sharing instructions are provided after your consultation.

Tax Consultation

Start this season organized.

Schedule a tax consultation to talk through what you need filed, what to gather, and what to expect.

Book a Tax Consultation (opens in a new tab)

Important information

Information on this page is general in nature and is not tax or legal advice. The scope of each engagement, including the types of returns prepared, is confirmed during your consultation.

Tax returns are prepared by Kurt G. Von Giese, a CTEC Registered Tax Preparer (CRTP), CTEC Registration No. A360960. Registration status can be verified with the California Tax Education Council (opens in a new tab).

Tax preparation services do not include legal advice or representation before tax authorities. For details about the services offered and their limitations, please see our Professional Disclosures.