What I Offer

Services Built for Your Bottom Line

Whether you're a small business owner or an individual filer, I provide clear, accurate, and proactive accounting and tax services — no jargon, no surprises.

01

Tax Preparation

Accurate, timely federal and state tax returns for individuals and small businesses. I review every deduction and credit to minimize your liability and keep you compliant.

  • Individual (Form 1040) & business returns (S-Corp, LLC, Partnership)
  • Federal and multi-state filings
  • Prior year amended returns
  • IRS correspondence support
02

Bookkeeping

Clean books are the foundation of a healthy business. I handle your monthly reconciliations, categorization, and financial reporting so you always know where you stand.

  • Monthly bank and credit card reconciliation
  • Accounts payable & receivable tracking
  • QuickBooks Online setup and cleanup
  • Monthly profit & loss, balance sheet and cash flow  statements
03

Tax Planning

Don't wait until April to think about taxes. Proactive planning throughout the year helps you make smarter decisions and avoid costly surprises at filing time.

  • Quarterly estimated tax calculations
  • Year-end tax strategy sessions
  • Entity structure analysis (LLC vs. S-Corp)
  • Retirement and deduction planning
04

Payroll Services

Accurate, on-time payroll processing for small businesses. I handle the calculations, filings, and compliance so you can focus on running your business.

  • Weekly, bi-weekly, or monthly payroll runs
  • Payroll tax deposits and filings (941, 940)
  • W-2 and 1099 preparation
  • New hire reporting
05

Business Consulting

Starting a business or navigating a financial decision? I provide practical guidance on structure, compliance, and financial strategy tailored to your goals.

  • Business formation and entity selection
  • Financial statement analysis
  • Cash flow planning
  • One-on-one advisory sessions
06

IRS & State Notices

Received a letter from the IRS or state tax authority? Don't panic. I review the notice, explain your options, and handle the response on your behalf.

  • IRS notice review and response
  • Audit support and representation
  • Payment plan negotiation
  • Penalty abatement requests
07

Sales Tax Compliance

Sales tax rules vary by state and change constantly. I help businesses stay compliant with registration, filing, and nexus requirements across multiple jurisdictions.

  • Sales tax registration in required states
  • Monthly, quarterly, and annual return filing
  • Economic nexus analysis
  • Voluntary disclosure assistance
08

Financial Statements

Lenders, investors, and partners need accurate financials. I prepare compiled and reviewed financial statements that meet professional standards and hold up to scrutiny.

  • Compiled financial statements
  • Reviewed financial statements
  • Bank and SBA loan package preparation
  • Year-over-year comparative reporting
09

Audit preparation

Messy records? No worries, I can help.

  • Account Clean-up
  • Balance Sheet Reconciliations, Intercompany Eliminations
  • Best Practices
  • Best Practice Guidance

Process

How It Works

01

Free Consultation

We start with a no-obligation call to understand your situation and determine the right services for you.

02

Gather Documents

I send you a simple checklist of what I need. You upload securely — no fax machines, no drop-offs required.

03

I Get to Work

I prepare your returns or set up your books with accuracy and attention to detail, keeping you informed along the way.

04

Review & File

You review everything before anything is filed. Once approved, I handle submission and send you your copies.

Not Sure Where to Start?

Schedule a free consultation and I'll help you figure out exactly what you need.

Book a Free Consultation