Tax Preparation Services for Small Businesses, Non-Profits and Individuals

Accurate. Secure. Straightforward.

Tax season doesn't have to be stressful. I provide IRS-certified tax preparation services for small business owners, non-profits and individuals, no matter if you are based in Merriam, KS or working with me virtually across the US, with a simple process that keeps you informed every step of the way. From simple returns to complex business filings, I’m here to help you stay compliant and confident.

I’ve completed the IRS Annual Filing Season Program (AFSP) continuing education, including the Annual Federal Tax Refresher (AFTR) course and exam. That means I’ve refreshed the latest 1040 updates and ethics training for the new filing season.

What this means for you:

  • Current on law changes. AFTR is a 6-hour IRS-defined refresher on filing-season issues + a knowledge-based test, so you’re not getting last year’s answers.

  • Ethics + quality baked in. AFSP requires IRS-approved CE across federal tax law and ethics—useful when the rules get messy.

  • Representation, with clarity. As an AFSP participant, I have limited representation rights before the IRS for returns I prepare and sign (e.g., revenue agents / customer service), but not Appeals or Collections—so you always know exactly what support you have.

    I invest in IRS-approved continuing education every year so your return reflects the latest law—not last year’s habits. I completed the Annual Federal Tax Refresher (AFTR) course and exam along with the AFSP continuing education requirements across federal tax law and ethics. For you, that means sharper guidance during the rush of filing season and clear, ethical standards in how your return is prepared. AFSP participants also hold limited representation rights before certain IRS personnel for the returns we prepare and sign—another layer of support when you need it.

    FAQ

    What are AFSP and AFTR?
    The IRS Annual Filing Season Program (AFSP) is voluntary CE that includes the AFTR—a filing-season refresher plus a knowledge-based test—plus additional federal tax law and ethics hours.

    Does this mean you can represent me with the IRS?
    Yes, in a limited way: I can represent clients (for returns I prepared and signed) before certain IRS staff like revenue agents and customer service reps but not Appeals or Collections. If your situation requires broader representation, I’ll loop in the right professional.

    How often is this renewed?
    Annually and requirements reset for each filing season.

Personal & Business Tax Services

I offer reliable tax filing support for:

  • Personal Tax Returns – W-2’s, 1099s, dependents and itemized deductions

  • Small Business Tax Returns – Expert filing for sole proprietors, LLCs and S-Corps.

  • Non-Profit Tax Services – 990s in all forms, compliance and year-end reporting.

  • Nothing too small – Support for Schedule C filings and more.

Additional services include:

  • Year-end tax planning

  • Amended returns

  • IRS letter and notice support

  • QuickBooks cleanup before filing (if needed)

A collection of financial documents including a tax statement for 2019, an ounce mileage log, and a business purpose note, with a black pen placed on the tax statement.

My Process: Easy, Secure, and Transparent

Free Consultation – We'll start with a short conversation to go over your needs, then you’ll complete a short intake form so I can give you an accurate quote.

  1. Tax Form – You’ll complete a secure online form designed to help identify all your income sources and possible deductions, including things you may not think to add.

  2. Preparing Your Return – I’ll work on your return, and touch base with questions.

  3. Filing & Follow-Up – We’ll review everything together before I file your return. I’ll keep you updated every step of the way.

Why Clients Choose Dunham Bookkeeping for Tax Prep

As a certified tax preparer with over 20 years in financial services, I focus on accuracy, clear communication, and long-term relationships. Whether you're a business owner, nonprofit director, or a first-time filer, you’ll receive personal attention, prompt service, and dependable results.

No jargon. No surprises. Just stress-free, secure tax filing—done right the first time.

Let’s File with Confidence

Schedule your free tax consultation and get the support you need—local in Merriam or virtually nationwide.

TAX SEASON FAQ

  • One month before the tax deadline. If your package isn’t complete by then, I’ll file an extension so we stay compliant.

  • About 10–15 business days after I have a complete package (per the PBC list). Need it faster? Rush may be available.

  • Totally. Extra states/schedules add fees based on complexity.

  • I invoice after filing via QuickBooks (ACH or card). Net 10. Late fees $25 per 5 days; at 30 days unpaid, future returns require prepayment.

  • 🔒 Secure portal + a Written Information Security Program (WISP). Please don’t email attachments.