Services

I provide tax preparation, planning, and advisory services for individuals and small business owners who value a structured and thoughtful approach.

Individual Tax Preparation

Preparation of federal and state income tax returns with a focus on accuracy, compliance, and identifying opportunities to minimize tax liability.

Business Tax Preparation

Tax return preparation for sole proprietors, partnerships, and C & S corporations, including coordination with your accounting records and year-end reporting requirements.

Tax Planning & Advisory

Ongoing tax planning to help you understand the impact of financial decisions, reduce surprises, and coordinate strategies throughout the year.

Business Advisory & Support

Advisory support for business owners who want a more structured and proactive approach. This may include coordination with bookkeeping, payroll, and overall financial decision-making.