How I Can Help
Business Tax Preparation
Comprehensive tax preparation and compliance services for S Corporations, Partnerships, C Corporations, and non-profit organizations. Services include federal, state, and local filings, with an emphasis on accuracy, compliance, and proactive tax planning.
Individual Tax Preparation
Individual income tax preparation services, including returns for sole proprietors and clients with rental real estate activity. My approach focuses on tax efficiency, accuracy, and clear communication throughout the year.
Non-Profit Tax Services (Form 990)
Preparation of federal and state non-profit tax filings, including Form 990 and related compliance requirements. I work with non-profit organizations to ensure timely, accurate reporting and to address ongoing tax and governance considerations.
Trusts, Estates & Gift Tax Returns
Preparation of fiduciary income tax returns for trusts and estates, as well as federal gift tax returns. These services are provided with careful attention to reporting requirements, elections, and coordination with advisors and family members when needed.
Business Consulting, Tax Planning & Pro-Forma Financials
Advisory services for startups and established businesses, including entity selection, tax planning strategies, and the preparation of pro-forma financial statements. Pro-formas are commonly used for business planning, financing, and lender or investor review and are prepared with a practical, real-world approach.
Accounting & Financial Reporting Services
Accounting support services including assistance with bookkeeping, financial statement preparation, and general accounting matters. These services help clients maintain organized records and gain meaningful insight into their financial performance.
Title Audits for Title Companies
Independent title audit services provided to title companies, focused on reviewing documentation, verifying accuracy, and supporting efficient and compliant real estate transactions.
Tax Authority Representation & Notice Resolution
Representation before the IRS, state, and local tax departments, including responding to notices and letters, resolving discrepancies, and assisting clients through audits, inquiries, and compliance issues.
My Approach
Flexible, Client-Focused
Every client’s needs are different, and my services are designed to be flexible and personalized. As a solo practitioner, I adapt my approach to each client’s situation, communication preferences, and level of involvement. I offer the ability to meet clients where they are, whether in person or virtually, and provide efficient, responsive support while keeping the process as smooth and manageable as possible.
Empowering Your Business
Beyond compliance and reporting, my focus is on helping clients understand their financial position and use that knowledge to make informed decisions. By providing clear explanations, thoughtful tax planning, and practical financial insight, I aim to empower business owners to operate with confidence and clarity. I work alongside my clients as a trusted advisor, helping them anticipate challenges, identify opportunities, and build a stronger financial foundation to support sustainable growth.