What I Do
A focused set of services for individuals, families, and small businesses - delivered virtually, with direct access to me throughout the year.
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. Full details on the Fiduciary Services page.
Monthly Advisory (Ongoing Engagements)
For clients who want consistent support throughout the year, I offer monthly advisory packages at three levels:
• Starter - Periodic check-ins, basic planning, and email support
• Momentum - Quarterly reviews, proactive planning, and priority response
• Concierge - Ongoing advisory, bookkeeping coordination, and dedicated access
Contact me for specific pricing on each tier based on your situation.
International
U.S. expat returns, foreign national compliance, FBAR, FATCA, and more. Full details on the International page.
Not sure which service fits your situation? Let's talk it through.