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THE TAX LADY
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Trusted since 1995

Taxes done right, by someone who's seen it all.

Personal returns, small business returns, and bookkeeping with over 30 years of experience turning shoeboxes of receipts into clean, accurate filings.

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About

Three decades of careful, friendly tax work.

I'm The Tax Lady, and for more than 30 years I've been helping individuals and small business owners file accurate returns, stay on top of their books, and sleep better at tax time.

No call centers, no rotating preparers. Just one experienced set of eyes on your return, whether you're a W-2 filer, a freelancer juggling 1099s, or a small-business owner who needs year-round bookkeeping.

Enrolled AgentIRS Authorized e-file ProviderPTIN P0XXXXXXXXMember, NATP
30+
Years in practice
IRS credential
Admitted to practice before the IRS Enrolled Agent

Federally authorized to represent taxpayers before the IRS.

What I do

Services

1040
Personal Tax Returns

Federal and state returns for individuals and families.

  • W-2, 1099, and self-employed
  • Itemized deductions and education credits
  • Investment, rental, and crypto income
  • Multi-state and prior-year returns
LLC
Small Business Returns

Schedule C, partnerships, and S-corp returns done right.

  • Sole proprietors and single-member LLCs
  • Partnership and S-corp returns
  • Quarterly estimated tax planning
  • Self-employment and payroll tax review
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Bookkeeping

Year-round records, so tax season is the easy part.

  • Monthly and quarterly bookkeeping
  • Bank and credit card reconciliation
  • Profit and loss and balance sheet
  • QuickBooks setup and cleanup
Get started

Book an appointment

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What to expect

A quick reply

Appointment requests are answered within one business day.

A short intake call

We will talk through your situation and what documents to bring.

Honest, flat pricing

You will get a clear estimate before any work begins.

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Send your documents securely

W-2s, 1099s, and other tax documents should not travel as plain email attachments. Use the authenticated Cloudflare workspace.

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Secure file transfer

Upload tax documents

Files are uploaded through the existing authenticated workspace and stored in private Cloudflare R2 with D1 tracking. Please do not send tax documents as email attachments.

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PDF, CSV, XLS, and XLSX files
Maximum file size: 50 MB
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Get in touch

Phone

(210) 555-0123

Calls returned same business day

Office

123 Main Street, Suite 100, San Antonio, TX 78XXX

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Hours

Mon-Fri 9 am-5 pm

Saturday by appointment. Extended hours Jan-Apr.

Service area

San Antonio metro

Bexar, Comal, and Guadalupe counties. Remote clients welcome in TX.

Stay in the loop

Tax tips and deadline reminders

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THE TAX LADY

Personal and small business tax preparation. Bookkeeping.

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