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411 University St, Seattle

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professional tax expertise

Tax Preparation & Planning

Kerri Garrison is here to prepare and file your tax returns, represent you to the IRS, and help you plan your financial success.

OUR SERVICES

Contact Us

We look forward to working with you. Please fill out the form, send an email, or give us a call.
Phone: 661-609-4570
eMail: [email protected]

    tax preparation & planning

    TAXES PLUS
    SO MUCH MORE

    TAX
    Prep

    I am here to clearly answer your tax questions and file your tax returns.

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    IRS

    Enrolled Agents are licensed by the IRS and have the highest credibility in the industry.

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    TAX Planning

    I am here to clearly answer your tax questions and help you plan for your future.

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    Financial Wellness

    Resolving your tax problems efficiently, affordably, and discreetly.

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    Kerri Garrison
    enrolled agent and senior tax consultant

    About Kerri Garrison

    I have been providing my clients with personalized tax services here in Southern California for 17 years. I work with estates, trusts, partnerships, as well as multi-state returns. With an enrolled agent license, certified training, and expansive financial knowledge I am equipped to handle all your tax needs, no matter how complex. Whether you require assistance at the small business or personal level, I am ready to serve as your tax preparer, planner, and advisor.

    EXPERT SERVICE

    TAX PREPARATION

    I have the expertise to provide you with the services that you need. I am dedicated to keeping my tax preparation skills honed with continuing education courses throughout the year, I am highly qualified to prepare tax returns for all fifty states.

    My goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail, whichever is most convenient for you. Whatever your circumstances may be, I am here to give you the best advice to help you get through life’s challenges. Whether you need current or prior year returns prepared or need to plan for retirement, I can assist you with all of your needs.

    This office provides many services, including the following:

    • Individual Tax Preparation
    • Business Tax Return Preparation
    • Gift & Estate Tax Return Preparation
    • Partnership & Corporate Tax Preparation
    • Tax & Education Planning
    • Out-of-State Returns
    • Quicker tax refunds with E-File
    tax preparation
    2024 CHECKLIST

    We have made preparing your 2023 taxes easier. Please click on the button below and complete the 2024 tax preparation checklist. You may be surprised at how much time you save by organizing your information before your appointment.

    Download Checklist
    enrolled agents

    IRS REPRESENTATION

    Enrolled Agent

    Enrolled Agents are licensed by the IRS and have the highest credibility in the industry.

    • Benefits of using an Enrolled Agent – Clients benefit from using an Enrolled Agent to prepare their tax returns because of their in-depth education and knowledge of more complicated returns. They also have unlimited representation rights, meaning they can represent their clients before the IRS on any matters including audits, payment/collection issues, and appeals.
    • Enrolled Agents – Enrolled agents are subject to a suitability check and must pass a three-part Special Enrollment Examination, which is a comprehensive exam that requires them to demonstrate proficiency in federal tax planning, individual and business tax return preparation, and representation. They must complete 72 hours of continuing education every 3 years.
    • EA’S Are Not Bound by Geography – One of the best advantages of hiring an EA to file your returns is that they can practice in any state. This means you can employ an EA to file your tax returns in more than one state. As well as being able to file returns in different states, enrolled agents can also represent you for audit in any state within the country. That means you’ll have someone able to take care of your tax needs wherever you are in the United States.
    • Competitive Costs and Fees – Usually, enrolled agents are more competitively priced than CPAs. Enrolled agents have lower overhead and more broad tax-specific skills that allow them to provide more to the client at more reasonable prices than other tax professionals. Their wide range of services and competitive rates will save you money, time, and resources dealing with tax returns and the IRS.
    EXPERT ADVICE

    TAX PLANNING

    I am here to clearly answer your tax questions, file your tax returns, and respond to any tax notices or represent you before the tax agencies as needed. Most people only like to think about taxes for April 15th, but I work year-round to take the mystery out of it by:

    • SPECIFIC – Tailoring my tax advice to your specific family and business situations.
    • STRATEGIES – Providing specific strategies to legally reduce the amount of taxes you owe.
    • SOLUTIONS – Answering your tax questions quickly and simply.
    • YEAR-ROUND – Continuing to find new ways to minimize your taxes throughout the year.
    CSEA
    CSTC
    PEACE OF MIND

    FINANCIAL WELLNESS

    I am here to help you resolve your tax problems and eliminate the difficulties the IRS can put you through. I pride myself on being very efficient, affordable, and, of course, extremely discreet.