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Tax Preparation
Professional, stress-free tax preparation for individuals and families. I'll review your situation, answer your questions, and guide you through what's needed to file accurately and confidently.
Starts at $350 Start your return โIRS Representation
Got a notice, letter, or audit from the IRS or your state? As an Enrolled Agent, I'm licensed to represent you and deal with them directly. Send over what you received and we'll review it and lay out your options.
Get started โTax Strategy Session
A guided 30-minute session to go through your prior-year return, clarify what you may have missed, identify valuable deductions, and build a personalized tax-saving plan.
$175 ยท 30 min Book a session โBusiness Setup
Starting a new business or restructuring an existing one? Tell me a bit about your plans and we'll line up a free consult to clarify your goals, the right entity structure, and your next steps.
Get started โBusiness Bookkeeping
Get organized with clean, accurate books. Share a few details about your business and we'll figure out the best bookkeeping approach for you, then set up a free intro call.
Get started โBusiness Strategy Session
A deep, one-hour planning session to map out your services, pricing, operations, and long-term strategy. Perfect for new businesses or those ready to scale with clarity.
$315 ยท 60 min Book a session โQuarterly Tax Estimates
A focused session to calculate your upcoming quarterly estimated payments. We'll review your income, deductions, and current-year projections so you know exactly how much to pay, and when.
$215 Book a session โ