Lacey Ballantyne, EA, MPA

Practical Tax Advice You Can Count On

Invest your time Living your LIFE. Leave the taxes to me.

Trusted
Experienced
Professional

Services

What I do

01.

Tax Preparation

Current year tax preparation, amended returns, past un-filed years: The Taxadora will prepare them with accuracy, while applying current tax law to minimize your tax burden. The Taxadora focuses on individual returns (including FEIE, Self-Employment and Rentals) with a limited number of Partnership and S-corporation returns each year as well.

Tax Planning

Are you anticipating a life change? Retirement, marriage, selling a house, or receiving an inheritance? Or maybe you need to know how RMD will affect your taxes, more about the Rule of 55 or whether or not to do a ROTH conversion?

The Taxadora will work with you to estimate what your taxes will look like, offer advice, and determine any adjustments to your withholding or tax payments. Starting at $150/hr.

03.

Other Services

Tax Resolution Starting at $150/hr
Entity Creation / Maintenance (including BOI) Pricing is State and Entity dependent, please contact us
Notary Services
Beneficiary Deeds State dependent, please contact us

Accuracy and Education

My goal is to prepare accurate tax returns, based on the most current tax law and to assist my clients in understanding and legally minimizing their tax obligations.

Trusted

As an Enrolled Agent, I exercise the utmost care with your data AND our conversations. Finances can be uncomfortable to discuss – I get it! I’m here to listen and advise with no judgement.

Experienced

Over the last 7 years, I have worked with all types of clients: VITA clients, small business owners, HNWI, non-profits, delinquent filers, and many more.

Professional

I spend the off-season taking classes and attending seminars, to stay on top of the many tax code changes and to increase my tax law knowledge so that I can better serve YOU!

Testimonials

What My Clients Say?

Lacey is informative and generous with her time. I had numerous questions, as a new small business owner, and she explained everything to me in an easy-to-understand way.
Xochi
Small Business Owner
Lacey is hardworking and quick to accept challenging work. She is honest and direct and continuously increasing her tax knowledge. I enjoy working with her.
Scott
Director

Lacey will work diligently and tirelessly to assist her clients, regardless of compensation.
Kristi
Small Business Owner