Download Your Tax Form Here
Begin Your Tax Strategy Process
Please take a moment to complete your client intake form in full. Submit your completed form to: michell@theoctaxpro.com. To initiate your file, payment is required. Once confirmed, your case will be prioritized and entered into our active processing queue.
Individual Taxpayer Organizer - Sole Proprietorship - H&H (PDF)
"*" indicates required fields
Strategic Tax Preparation & Profit Protection — Starting at $250.00
Smart Financial Planning
I don’t just file your taxes—I help you keep more of what you earn.
As an Enrolled Agent (EA), I am federally authorized to represent clients before the IRS, including audits and collections.
Essential Filing
Simple. Accurate. Efficient.
• Federal + State (CA or CO)
• W-2 income
• Standard deductions
• E-file submission
Starting at: CA & CO: $250+
Starting at: CA & CO: $250+
Strategic Filing (Most Popular)
For 1099 earners & self-employed:
• Everything in Essential
• Schedule C (business income)
• Deduction optimization
• Expense guidance
• Tax-saving strategies
Starting at: CA: $500+ | CO: $400+
Tax Strategy & Advisory (Recommended)
For business owners & higher-income clients
• Everything in Strategic
• Tax planning & projections
• Entity (LLC / S-Corp) guidance
• Quarterly strategy support
Starting at: CA: $800+ | CO: $400+
Elite Tax Concierge
Full-service, year-round support
• Everything in Advisory
• Personalized tax strategy
• Ongoing advisory access
• Real estate + tax coordination
• Priority service
Starting at: CA: $3,000+ | CO: $2,500+
Tax Representation (EA Services)
• IRS audit representation
• Notice & letter response
• Payment plans & negotiations
Pricing: Custom
IRS CIRCULAR 230 DISCLOSURE NOTICE: To ensure compliance with IRS requirements, we inform you that any U.S. federal tax advice contained in this communication is not intended or written to be used, and cannot be used by any taxpayer, for the purposes of 
avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
Next Steps
Email your completed intake form to: michell@theoctaxpro.com
Once payment is received, your file is placed into our active work queue.
Notice
Most tax preparers file your return.
I help you structure your income, business, and real estate decisions to reduce what you owe.
Your Payment Options
