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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 returns with every available deduction and credit correctly applied, submitted by e-file.
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
Help collecting, organizing, or understanding your tax documents, meeting clients wherever they are starting from. Paper records included, no portal required.
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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Anyone who wants a stress-free tax return process, including small business owners with pass-through entities
What Makes Us Different
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Boutique, relationship-based service, not designed around volume
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Direct access to your tax preparer
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A consistent year-to-year relationship
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Clients are treated as people, not as return numbers - personalized attention from the person actually preparing the return
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We help even when documents are not organized. Many other firms expect clients to scan and upload files themselves and arrive fully organized. We welcome clients who need help gathering, organizing, or understanding their tax documents - paper records included, no portal required.
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Combined Daily Money Management and tax expertise: additional year-round support with document organization and recordkeeping is 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
Do my documents need to be organized before I contact you?
No. Some clients come to us with neatly organized tax documents, while others need assistance gathering records and identifying what is required. We meet clients where they are and can help determine the best path forward.
What is the difference between an Enrolled Agent and a CPA?
The enrolled agent status is the highest license the IRS grants a tax professional. Enrolled agents are generally unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and the IRS offices before which they may practice. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation. States license CPAs and attorneys, but enrolled agents are federally licensed.
How can I submit my documents to you?
We are flexible and will work with you in the way that best suits you. Whether you feel confident uploading your files directly to a portal or bringing a box full of papers, we can handle it and are happy to assist you personally. You are dealing with humans, not with anonymous web pages!
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 does representing a client before the IRS mean?
Representing a client before the IRS means acting on the client's behalf in communications and dealings with the Internal Revenue Service. As an Enrolled Agent (EA), Rita can speak directly with the IRS, respond to notices, request account information, negotiate payment arrangements, assist with audits, and help resolve tax issues, giving clients peace of mind with a qualified advocate handling many IRS matters on their behalf.
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.
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.
Do I have to use an online portal?
No. While many clients appreciate the convenience of our secure document portal, we understand that not everyone prefers working electronically. We offer flexible options for sharing information and are happy to discuss the approach that works best for you.