Tax Planning & Preparation
Tax preparation is the starting point — not the finish line. I work with small business owners and self-employed professionals to prepare individual and business returns, but more importantly, to plan ahead so you're never caught off guard.
Every client's situation is different, and I treat it that way. Whether you're filing a straightforward 1040 or navigating multistate obligations, S-Corp elections, or IRS correspondence, you're working directly with me — not a seasonal preparer, not a junior associate.
Year-round advisory, IRS assistance, and multistate compliance are all part of how I work. Not add-ons. Not upsells. Just thorough, attentive tax work from a CPA who knows your business.
Individual Tax Preparation & Planning
Individual tax preparation built around your life, not a template. 1040 preparation, estimated payments, year-round advisory, and proactive planning so you're never caught off guard at tax time.
Business Tax Planning & Preparation
Business tax preparation for every entity type — partnerships, S-Corps, C-Corps, and sole proprietors. I handle the forms, the deadlines, and the strategy behind them so you can focus on running your business.
Multistate & Local Tax Compliance
Operating across state lines creates real complexity. I help you stay compliant with multistate filing requirements, meet every deadline, and avoid penalties — no matter how many states you're doing business in.
IRS Matter Assistance
Received a letter from the IRS? Don't panic. Most issues are straightforward and resolvable. I'll review the notice, explain what it means in plain English, and work directly with the IRS on your behalf to get it resolved.
