A focused set of services for individuals, families, and small businesses

Tax Preparation

Accurate, thorough returns prepared by a licensed CPA, with a video walkthrough so you understand exactly what was filed and why.

• Individual returns (Form 1040) — including investment income, rental properties, stock compensation, multiple states
• Business returns — partnerships (1065), S corporations (1120-S), C corporations (1120)
• Trust and estate returns (Form 1041)
• Prior-year returns and amended returns

Who it's for: Individuals and families who want an expert to handle their returns right; business owners who need more than a drop-off service; anyone with a situation too complex for DIY software.

Tax-Ready Bookkeeping Cleanup

If your books are behind, incomplete, or inconsistent, I can bring them up to date and get you tax-ready — whether you use QuickBooks Online, spreadsheets, or only have bank statements.

• Scope and pricing depend on months involved, transaction volume, and existing records
• Delivered as a one-time engagement, with an option to transition into ongoing advisory support

Tax Planning & Advisory

Year-round strategy to reduce what you owe, avoid surprises, and make informed financial decisions.

• Estimated tax planning and quarterly check-ins
• Entity selection and structure review for business owners
• Retirement contribution strategy (IRAs, SEP-IRAs, Solo 401(k)s)
• Capital gains planning and timing strategies
• Real estate and rental property tax planning
• Life event planning — marriage, divorce, sale of a business, inheritance

Fiduciary Services

Professional trustee, successor trustee, and agent under durable power of attorney.

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