Explore Our Services

At Thompkins Tax Planning, I offer clear guidance, transparent pricing, and personalized support — whether you’re asking a simple question or managing a growing business. My services are designed to meet you where you are and help you move forward with confidence.

Consultation

The consultation is where our working relationship begins.

This is a one-on-one (or two-on-one for families) conversation where you explain your situation, your concerns, and any questions you may have. I take the time to listen, review the details, and understand your goals. From there, I assess the scope of the situation and outline a clear, practical game plan.

By the end of the consultation, you’ll know:

  • What needs to be done

  • What your options are

  • What the next steps look like

Most importantly, you should feel comfortable, informed, and confident moving forward.

Tax Preparation

Tax preparation is the accurate and timely filing of your return — done with care and attention to detail.

Clients can work with me in the way that’s most convenient:

  • Upload documents securely and include notes or questions, and I work independently on your return or

  • Review the return together over the phone or in person

I handle the preparation, review all information for accuracy, and follow up if anything needs clarification. Before filing, I walk through the return so you understand what’s being submitted and why.

The goal is a smooth, stress-free filing process — with no surprises.

Tax Planning

Tax planning is proactive, ongoing support designed to help you stay ahead — especially for small business owners and self-employed individuals, but also for those with multiple income sources.

Planning services may include:

  • Quarterly check-ins before IRS estimated tax deadlines

  • Guidance on how much to set aside for taxes each quarter

  • Tracking income and expenses throughout the year

  • W-4 reviews and withholding adjustments

  • Strategies to reduce surprises and avoid penalties

Rather than reacting at tax time, we work together throughout the year so you’re prepared and informed.