Welcome!

Your trusted CPA located in Grand Rapids, Michigan. I specialize in tax preparation services, claiming tax credits, disputing IRS notices, and assissting clients during IRS audits. Tax season is my happy season, and I am excited to be here!

About

Hello, I am Margaret Lozen! My passion is doing tax returns right. As a current Certified Public Account and former IRS employee, I have the skillset to get your tax return filed timely and correct. I have a decade of experience in accounting, personal finance, and tax. Let's connect if you are looking to switch tax pros or are looking for the first time!

Contact

Please leave me a message below to get started!
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Tax Season is My Happy Season!

Services I Provide

  • Individual Tax Return Preparation: Expert assistance with federal and state tax returns to ensure accuracy and maximize your refunds.

  • IRS Correspondence: Professional support in responding to IRS letters, notices, and audits, providing peace of mind and resolution.

  • Income Tax Planning: Strategic tax planning services to minimize your tax liabilities and optimize your financial situation.

  • Business Tax Services: Comprehensive tax preparation and planning for small businesses, including LLCs, partnerships, and sole proprietorships.

  • Tax Compliance: Assistance with maintaining compliance with all tax regulations and filing requirements.

  • Bookkeeping: Reliable bookkeeping services to track your income and expenses, helping you stay on top of your financial records.

  • Tax Problem Resolution: Expert assistance in resolving back taxes, tax liens, and other tax-related issues.

  • Tax Extension Filing: Help with filing for tax extensions to ensure you meet all deadlines without penalties.

Tax Season is My Happy Season!