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Tax Preparation with Personal Support
Professional Tax Preparation. Practical Support. Personalized Service.
Professional tax preparation for individuals, retirees, and self-employed small business owners. Whether your records are carefully organized or arrive in a box full of paperwork, SDS Smart Daily Services can help. As both an Enrolled Agent and Certified Daily Money Manager®, Rita Kuehnis provides tax preparation backed by practical financial organization expertise and personalized service.
Individual Income Tax Returns
For individuals, retirees, and self-employed small business owners. Accurate tax returns with applicable deductions and credits carefully considered and electronically filed.
Past-Year Filings and IRS Representation
Help with unfiled or late returns, and negotiation with the IRS when necessary. If you receive an IRS letter, are audited, or are the target of a collection action, Rita can speak directly to the IRS on your behalf as an Enrolled Agent.
Document Gathering and Organization
We can help collect, organize, scan, and identify required tax documents. If substantial document organization is needed, that work may be provided as a separate service and discussed in advance.
Who Tax Preparation Services Are Designed For
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Seniors who want support with document organization and a personal touch for tax preparation
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Busy professionals who want a time-saving, accurate, professional return
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People in life transitions - gathering everything needed after a move or the loss of a spouse takes extra attention
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Small business owners with pass-through entities who want professional tax preparation and personalized support
What Makes Us Different
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Boutique, relationship-based service with direct access to the person preparing your return
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A consistent year-to-year relationship, not a revolving door of preparers
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We help even when documents are not organized. Many firms expect clients to upload everything themselves and arrive fully organized. We welcome clients who need help gathering, organizing, or understanding their tax documents.
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Combined Daily Money Management and tax expertise, with additional year-round support available through our Daily Money Management services
Serving Vancouver WA, Portland Metro, and Beyond
As an Enrolled Agent, Rita can prepare and file federal tax returns and most state returns. We're proudly based in Vancouver, Washington, serving clients throughout the greater Portland metro area, Oregon, and Washington - including cities like Portland, Beaverton, Tigard, Gresham, and Hillsboro, as well as Vancouver and Clark County.
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We support clients in most states with their federal and state tax preparation. If your return involves a state we don't currently cover, we'll let you know upfront.
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Although we have deep roots in the Pacific Northwest, our tax preparation and Daily Money Management services are also available remotely.
Tax Preparation FAQs
Can you help if I haven't filed tax returns for previous years?
Yes. We can help with prior-year tax returns and explain your options if you have unfiled returns or have received notices from the IRS.
What types of tax returns do you prepare?
We prepare individual income tax returns for retirees, employees, investors, and self-employed small business owners, including returns involving Schedule C business income, rental properties, and investment income.
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What happens after my tax return is filed?
Our relationship doesn't have to end after tax season. If questions arise, you receive additional tax documents, or you receive correspondence from the IRS, we're available to help. Many clients also benefit from our year-round Daily Money Management services.