Personal tax preparation
Bring your income documents, life changes, and questions together for a thoughtful tax preparation conversation.
Discuss my tax return ↗Huntsville, Alabama · Personal & business
Your taxes.
Your business.
A clearer path forward.
Tax preparation and practical business guidance, with the personal attention you deserve.
LDV TAX PREPARATION & CONSULTING
PERSONAL TAX PREPARATIONSMALL-BUSINESS SUPPORTYEAR-ROUND CONVERSATIONS
01 / How we can help
Support for where you are.
Guidance for what’s next.
Whether you’re preparing your personal return or navigating business ownership, start with a conversation about your needs.
Business tax support
Get organized around business income, expenses, and records so you can approach tax preparation with clarity.
Talk about my business ↗Business consulting
Work through your small-business questions with practical guidance tailored to your goals and stage of business.
Explore business guidance ↗
AI-created service illustrations. The tax consultation features Lisa Drake’s likeness; other people shown are fictional and are not LDV staff or clients.
The LDV Tax Wellness Program
More Than a Refund.
A Plan for Your Financial Future.
Your tax return is part of a bigger picture. We help you understand the outcome, identify eligible opportunities supported by your records, and plan your next steps.
OUR COMMITMENT
Accurate returns. Eligible tax benefits. Clear explanations. A plan for the year ahead.
We do not promise the largest refund. We focus on your complete tax picture.Included with paid tax preparation
Tax Wellness Essentials
A basic review to help you understand your tax situation and leave with a clearer direction.
- Explanation of your refund or balance due
- Review of eligible credits, deductions, and supporting records
- Basic withholding or estimated-payment discussion
- A brief wellness summary and three next steps
Separate planning fee
Individual Tax Wellness Plus
Deeper planning for individuals and families navigating changing circumstances.
- Income and withholding projection
- Planning around life events
- Midyear review and written action plan
Separate planning fee
Business Tax Wellness
Proactive conversations for sole proprietors, independent contractors, and business owners.
- Quarterly estimated-tax review
- Business deductions and records checkup
- Entity-tax considerations and year-end planning
Separate planning fee
Year-End Strategy Session
A focused review of your tax picture before the next year begins.
- Projected income and estimated payments
- Potential timing decisions
- Next-year readiness and priorities
Your path to tax wellness
- Share your goalsTalk through your questions and arrange secure document collection.
- Understand your tax pictureReview your prepared return and discuss what the result means.
- Leave with next stepsReceive your wellness summary and identify optional planning needs.
Essentials is included with a paid tax-preparation engagement. Advanced planning requires a separate written engagement, defined deliverables, and an agreed fee before work begins. Recommendations depend on your verified circumstances and applicable law; refunds, savings, and future results are not guaranteed.
Start my Tax Wellness conversation ↗02 / Get a head start
A little organization
goes a long way.
Build your starting checklist. Select every situation that applies, then check off the documents as you gather them.
This is a starting point. Your exact document needs depend on your circumstances. Selections stay on this page and reset when it is reloaded.
Your preparation checklist0 ready
Keep documents secure. Do not send Social Security numbers, bank details, or tax documents through ordinary email.
03 / Meet your tax professional
Hi, I’m Lisa.
I’m Lisa Drake, owner of LDV Tax Preparation & Consulting in Huntsville, Alabama. I help individuals and small-business owners make sense of their tax preparation and business questions.
I hold a Bachelor of Business in Administration, a Master of Science in Management, and a Certificate in Accounting. Combined with years of tax business ownership, this education shapes the practical, business-minded perspective I bring to every conversation.
Let’s start a conversation ↗HUNTSVILLE, ALABAMAINDIVIDUALS & SMALL BUSINESSES
04 / Your tax resource center
Helpful links.
Direct from the IRS.
Track your federal refund, explore tax credits, and find important updates through official IRS resources.
REFUND STATUS ↗
Where’s My Refund?
Go to the IRS refund page to check the status of your federal income tax refund.
Check my refund TAX CREDITS ↗Earned Income Tax Credit
Explore EITC qualifications, income limits, and official resources to help you understand eligibility.
Learn about EITC YOUR IRS ACCOUNT ↗Online account
Access the IRS sign-in page for your individual tax account and available account tools.
Visit IRS online account TAX RECORDS ↗Tax transcripts
Find official options for getting your tax records and transcripts from the IRS.
Find my tax recordsStay informed
Important tax news
Read current announcements and practical tax guidance directly on IRS.gov.
All resources open IRS.gov in a new tab. Tax news is available on the linked IRS pages; this website does not display an automatic news feed. LDV Tax Preparation & Consulting is an independent business and is not affiliated with the IRS.
LDV digital resources
Practical guidance.
At your fingertips.
Explore LDV’s e-books and educational resources for tax professionals and business owners.
The LDV e-book store
Learn with LDV
Browse available guides, including the LDV Tax Preparer Due Diligence Guide. View current titles, pricing, and purchase details in our online store.
Opens our Payhip storefront in a new tab.
05 / Before we connect
A few helpful answers.
What is included in the Tax Wellness Program?
Tax Wellness Essentials is included with paid tax preparation: a return explanation, an eligible credits and deductions review, a basic withholding or estimated-payment discussion, and three next steps. Deeper individual, business, and year-end planning are separate services with an agreed scope and fee.
How do I get started?
Use the inquiry form below to draft an email describing the service you’re interested in. Lisa can follow up to discuss your needs, availability, and next steps.
What should I bring?
Start with the interactive checklist above. Gather identification, your prior-year return, and documents for your income and relevant expenses. Confirm your specific document needs with Lisa before your appointment.
How much will my tax preparation cost?
Contact LDV to discuss your situation and request pricing. The forms and complexity of your return help determine the services you need.
Can I send my tax documents through this website?
This website does not collect or upload tax documents. Contact Lisa to confirm an appropriate secure method for sharing sensitive records.
Does an inquiry confirm an appointment?
No. An inquiry starts a conversation. Your appointment is confirmed only after LDV agrees to a date and time with you.
06 / Let’s connect
Let’s make your
next step a clear one.
Tell us a little about what you need. We’ll start with a conversation.
ldvtaxprep@gmail.com
Huntsville, Alabama