Your money, your benefits, explained clearly.
For adults managing their own taxes, benefits, work income, or ABLE account. We go at your pace and put everything in writing.
In short
- We prepare your taxes with SSI and SSDI rules in mind.
- We explain how work income and ABLE accounts connect to your benefits.
- You choose how we talk: email, video, phone, or in person.
How we work with you
Small things that make meetings easier. Ask for any of them, no explanation needed.
Agenda ahead of time
You'll know what we'll cover before we meet.
Written summary after
Every meeting ends with a short summary and clear next steps.
Your choice of format
Email, video, phone, or in person in Gaithersburg.
Bring a support person
A family member, friend, or advocate is always welcome.
Breaks are fine
We can pause, split a meeting in two, or pick it up by email.
English or Spanish
Whichever language is easier for you.
What we can help with
Tax and accounting services led by Dan Herrera, CPA, EA.
Tax returns with benefits in mind
Individual tax preparation that accounts for SSI and SSDI.
Work income and benefits
How a job or a raise may affect your benefits, and the records to keep for reporting.
ABLE accounts
Contribution limits, qualified expenses, and how to keep good records.
Self-employment and side work
Simple bookkeeping, deductions, and quarterly estimates if you work for yourself.
Letters from the IRS
As an Enrolled Agent, Dan can represent you before the IRS and help you respond.
Catching up on past years
Behind on filing? We sort it out one year at a time, without judgment.
You don't have to figure this out alone.
Book a free 30-minute consult. Tell us what's going on, and we'll tell you honestly whether we can help.