Services
Tax Planning & Advisory
Plan ahead, avoid surprises, and keep more of what you earn.
Most tax outcomes are decided long before the return is filed. We work with clients throughout the year to model decisions and structure income so that April isn't stressful.
- Multi-year tax projections and scenario modeling
- Entity structure and owner compensation strategy
- Estimated tax and withholding management
- Real estate, investment, and equity-comp planning
- Life-event planning, including a sale, retirement, or inheritance
Small-Business CPA
For established owners, S-corps, partnerships, and LLCs.
Beyond tax compliance, we help business owners understand what their numbers mean and make decisions with greater confidence. The goal is accurate books, meaningful reporting, and responsive CPA guidance when important questions arise.
- Business tax return preparation for corporations, partnerships, and LLCs
- Owner compensation, distributions, and reasonable compensation planning
- Profitability, cash flow, and pricing analysis
- Bookkeeping review, financial cleanup, and internal controls
- Entity structure and multistate tax considerations
Private Client (Individuals)
For individuals and families whose finances have grown complex.
When your tax return includes business income, investments, real estate, equity compensation, multistate filings, or a major life change, generic tax preparation is not enough. Our advisory-first approach brings the details together, identifies planning opportunities, and helps you understand the full tax picture.
- Individual federal and multistate tax returns
- Investment, K-1, and rental property reporting
- Equity compensation, including RSUs, ISOs, NSOs, and ESPPs
- Trust and estate tax coordination
- Coordination with your wealth advisor and attorney
See if I'm a fit
New relationships start with a short inquiry, not a sales call.