Tax preparation should be more than simply filing a return. I provide thoughtful, accurate tax preparation with a focus on compliance, planning, and identifying opportunities that may help you make better financial decisions throughout the year. 

Services include:

• Individual tax return preparation
• Business tax returns, including partnerships and S corporations
• Rental and investment activity
• Complex individual and multi-entity returns
• Tax projections and estimated tax planning
• Year-round tax strategy and planning

Accurate books are the foundation of good financial decisions. I provide reliable accounting and bookkeeping support designed to keep your financial information organized, current, and useful—not just ready at tax time. 

Services include:

• Monthly bookkeeping and reconciliations
• Financial statement preparation
• QuickBooks support and cleanup
• Payroll accounting and payroll tax support
• Year-end accounting and tax preparation support
• Ongoing accounting guidance for business owners

Financial decisions rarely happen in isolation. I provide practical advisory support to help business owners understand the financial and tax impact of their decisions, plan ahead, and make confident decisions about what comes next. 

Advisory services may include:

• Entity structure and tax considerations
• Cash flow and profitability analysis
• Business and tax planning
• Owner compensation planning
• Growth and operational decisions
• Ongoing financial guidance and strategic support