I work with individuals, families, and small business owners with a wide range of financial needs. Some clients come to me for a specific service, such as tax preparation or bookkeeping, while others work with me across multiple areas of their financial lives.My goal is to understand your situation and provide personalized guidance based on what you’re looking to accomplish.

Not at all. While my approach brings together tax, business, and wealth considerations, every client relationship is different.You may need help with just your tax return, ongoing bookkeeping, financial planning, or another specific area. If your needs change over time, we can consider additional services when they make sense for you.

Yes. I prepare individual income tax returns as well as returns for businesses, partnerships, S corporations, estates, trusts, and other entities.For business owners, I can also coordinate your business and personal tax planning so that decisions are considered together rather than in isolation.

Yes. Tax planning doesn't have to begin when it's time to prepare your return.Depending on your situation, we can review estimated taxes, business decisions, retirement contributions, investments, and other financial decisions throughout the year to better understand their potential tax impact.

Yes. In fact, this is an important part of my approach to working with business owners.Your business decisions can affect your personal taxes, cash flow, retirement planning, and long-term financial goals. Understanding both sides allows me to help you see the bigger picture and consider how one decision may affect another.

Yes. I provide ongoing bookkeeping and accounting services for small businesses, including maintaining financial records, reviewing financial statements, QuickBooks assistance, and helping business owners better understand their numbers.I do not provide payroll processing services.

Yes. I work with clients on financial planning, retirement strategies, investment management, and other long-term financial goals.My approach considers these decisions alongside your tax situation and, for business owners, your business finances whenever appropriate.Financial and investment services are subject to applicable disclosures and requirements through Cetera.

The easiest way to get started is to schedule a conversation.We'll discuss what you're looking to accomplish, any questions or concerns you have, and whether my services are a good fit for your needs. You don't need to know exactly which service you need before reaching out.

Fees vary depending on the services you need and the complexity of your financial situation.After learning more about what you're looking for, I'll explain the services I recommend and the applicable fees so you understand what to expect before moving forward.

Clients can securely exchange documents through TaxDome, my online client portal.If you're a new client and need access, you can register for a TaxDome account through the website. Existing clients can log in to their account to securely upload and access documents.

Yes. Many tax, business, and financial matters can be handled remotely through secure document sharing, phone calls, and virtual meetings.If you prefer to meet in person, we can discuss the available options when scheduling.

That depends on what you'd like to discuss. For an initial conversation, you generally don't need to prepare an extensive list of documents.Start by thinking about the questions you have, what you'd like help with, and any important financial or business decisions you're facing. If specific documents would be helpful, I'll let you know what to provide.