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. I 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 (sale, retirement, inheritance)
Small-Business CPA
For established owners, S-corps, partnerships, and LLCs.
Beyond compliance, I help owners understand what the numbers mean and make decisions with confidence. The goal is clean books, clear reporting, and a CPA who's on call when the important questions come up.
- Business & entity tax returns (S-Corp, Partnership, LLC)
- Owner comp, distributions, and reasonable compensation
- Profitability, cash flow, and pricing reviews
- Books review, accountant clean-up, and controls
- Entity structure and multi-state considerations
Private Client (Individuals)
For individuals and families whose finances have grown complex.
When your return includes business income, investments, real estate, equity compensation, multistate filings, or a major life change, generic tax prep isn't enough. This is high-touch, advisory-first personal accounting.
- Individual federal & multi-state returns
- Investment, K-1, and rental-property reporting
- Equity compensation (RSUs, ISOs, NSOs, ESPP)
- Trust & estate 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.