Services for indivuduals, trusts & Estates
Precision. Protection. Peace of Mind.
At Fiscal Physiology, we don’t just file your taxes — we optimize your entire tax ecosystem. Whether you have rentals, freelancer, have complex investments, or are a high-earning professional — we bring clarity to your tax situation and strategy to your savings.
Think of us as your financial immune system — proactively protecting your income, reducing liabilities, and helping you stay compliant with confidence.
Our Services include:
Tax Preparation: A rushed tax filing is like skipping your annual checkup — it may seem fine now, but costly issues can go unnoticed. At Fiscal Physiology, we take a diagnostic approach to your financial health, making sure nothing is missed, misfiled, or misunderstood. We accurately prepare and file your federal and state income tax returns — no stress, no confusion.
- Form 1040 Individual Tax Return Preparation and filing
- W-2, 1099, and self-employment income (Schedule C)
- Individuals with investments or rental income (Schedule E)
- Proper form filing for large charitable donations
- Individuals receiving multiple annual K-1 forms
- Form 1041 Trust Tax Return Preparation and filing
- Form 706 Estate Tax Return Preparation and filing
- Amended returns and prior-year corrections
- E-filing and direct deposit of refund
Tax Consulting: Gain a deeper understanding of your tax position. We explain the “why” behind your tax situation and coach you on how to make smarter moves year-round.
- Tax Estimation Calculations
- Retirement investing considerations (IRA’s, 401K’s, pensions)
- Tax credit assessment
- Tax navigation for gig workers, creatives, and contractors
- Life changes: new job, spouse, home, baby, or business
Tax Strategy Planning: Don’t wait until April to think about taxes. We help you plan ahead, so you can:
- Lower your tax bill
- Avoid surprises
- Maximize deductions and credits
- Build long-term financial resilience
IRS Representation: Tax issues can feel overwhelming — audits, letters, notices, or back taxes aren’t just paperwork problems, they’re financial health threats. As an Enrolled Agent (EA), Fiscal Physiology is federally authorized to represent you before the IRS and resolve your tax matters with strategy and strength.
- Represent individuals in all 50 states
- Communicate directly with the IRS on your behalf
- Responding to IRS notices/letters
- Audit representation
- Tax debt representation – Filing Offer In Compromise Form 433-A
- Tax debt representation – Filing Installment Agreement Form 9465