Services Offered
CPA-level support for individuals and small businesses — from annual tax filing to year-round advisory.
Tax Planning & Preparation
Accurate, on-time federal and state tax preparation for individuals and businesses, paired with proactive planning throughout the year to help reduce your tax liability rather than just reporting it after the fact.
Small Business Advisory
Guidance on entity structure, cash flow forecasting, budgeting, and financial decision-making for small business owners — helping you understand the numbers behind your business, not just file them.
Bookkeeping & Accounting Support
Monthly reconciliations, clean financial statements, and organized books so you always know where your business stands, and so tax season never comes as a surprise.
Financial & Retirement Planning
Big-picture planning around retirement savings, major purchases, education funding, and other long-term goals, coordinated with your overall tax picture.
Estate & Trust Planning Support
Collaboration with your attorney on the accounting and tax side of estate and trust planning, including coordination on wealth transfer and trust accounting matters.
IRS Representation & Notice Resolution
Direct communication with the IRS and state tax agencies on your behalf — including notice responses, audit support, and payment arrangement negotiations — so you don't have to face it alone.
Not sure what you need?
That's a completely normal place to start. Send a quick message with what's on your mind, and I'll help point you in the right direction.
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