Licensed CPA · Tallahassee, FL
Personal relationships, clear explanations, and proactive tax planning — delivered through a secure, modern, fully digital experience.
Who I Help
I work with busy professionals, small business owners, real estate investors, retirees, expatriates, and families who need more than an annual filing. Whether your situation is straightforward or involves trust administration, international filings, or complex business compliance, you work directly with me — not a rotating team — and you always get a clear explanation.
What Makes This Different
You work with me directly — every call, every question, every return. No handoffs, no junior staff, no call centers.
When your work is complete, I record a short video walking through exactly what was prepared and why.
Professional-grade tax software and a secure client portal. Fully paperless, built for a modern remote experience.
Member of a 750+ accountant community — real professional resources for complex or unusual situations.
Service Areas
Individual returns (1040), business returns (1065 / 1120-S / 1120), trust and estate returns (1041), and year-round advisory to reduce surprises and keep more of what you earn.
View servicesProfessional trustee, successor trustee, and agent under power of attorney — a neutral, credentialed CPA for your family's most sensitive decisions.
Learn moreOngoing bookkeeping cleanup, strategic planning, and responsive support so tax season isn't the only time you hear from your CPA.
See tiersU.S. expat returns, foreign national U.S. tax compliance, FBAR (FinCEN 114), FATCA (Form 8938), and more.
Learn moreHow It Works
We talk about your situation and goals. No pressure, no jargon.
Clear outline of services and fees. Once approved, you get access to the secure client portal.
I prepare your work and record a video explanation. Then I stay available for questions and planning year-round.
Pricing
Pricing depends on complexity, the forms required, and whether you want ongoing advisory support. Most individual returns start in the $750–$1,000 range; business returns and complex situations are quoted individually. I'll always provide a clear written estimate before we begin.
Book a no-pressure intro call and let's talk through your situation.
Let's Talk →