Multi-State Tax Preparation. Tax Planning. Fiduciary Services. Ex-Pat/Foreign National Assistance.
Licensed CPA | Member, AICPA, FICPA, GSCPA | Tallahassee Regional Estate Planning Council | Paperless & Secure | Video Work Reviews
Personal relationships, clear explanations, and proactive tax planning—delivered through a secure, modern, and 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 a once-a-year tax return. 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
One-on-One Service
You work with me directly - every call, every question, every return. No handoffs, no junior staff, no call centers.
Video Explanations of Your Return
When your work is complete, I record a short video walking through exactly what was prepared and why. You'll understand your own tax return - not just sign off on it.
State-of-the-Art Tools
I use professional-grade tax software, practice management systems, and a secure client portal. The process is fully paperless and built for a modern, remote experience.
A Network That Works for You
As a member of an online community of over 750 accountants across the U.S. and abroad, I have real professional resources to draw on for complex or unusual situations. If your issue is outside my core expertise, I know who to call.
Service Areas
Tax Preparation & Planning
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.
Fiduciary Services
Professional trustee, successor trustee, and agent under power of attorney. A neutral, credentialed CPA who brings financial accountability to your family's most sensitive decisions.
Monthly Advisory
Ongoing bookkeeping cleanup, strategic planning, and responsive support so tax season isn't the only time you hear from your CPA.
International Tax
U.S. expat returns, foreign national U.S. tax compliance, FBAR (FinCEN 114), FATCA (Form 8938), and more. If your tax life crosses borders, let’s talk.
Community & Professional Involvement
I'm not just a solo practitioner working in isolation. I'm an active member of the professional community in Tallahassee and beyond - which means my clients benefit from a wider network than a single CPA's knowledge alone.
Member AICPA, FICPA, GSCPA
Member, Tallahassee Regional Estate Planning Council
Member, National Association of Estate Planning Councils
Board Member, Elder Care Services of the Big Bend, Inc. (Audit & Finance Committee)
Active member, BNI - a structured professional referral network
Member, Realize - online community of 750+ accountants across the U.S. and internationally
This network makes me a stronger team player for clients who need coordinated advice from attorneys, financial advisors, and other professionals.
How it Works
1. Intro Call
We talk about your situation and goals. No pressure, no jargon.
2. Proposal & Onboarding
Clear outline of services and fees. Once approved, you receive access to the secure client portal.
3. Execution & Review
I prepare your work and record a video explanation so you understand exactly what was done. 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.
If you're looking for a trusted, responsive CPA who explains things clearly and makes the process easy, I'd love to help.