Take Your Accounting & Tax Planning to the Next Level
Work with an experienced CPA who will mitigate your taxes, accurately record all of your business' transactions, and create more time for you to do what you do best: grow your business
As a DIY-er at heart, whenever I work with a client, regardless of the specific services I'm providing, my goal is to always be a teacher & a guide.
To me, success is not just measured by tax savings and pro-level financial statements (though I'll admit I'm a big fan of both of those); it's providing those I work with a more wholistic & clearer understanding of how accounting & tax planning plays into their business.
What I Can Help Your Business With
Tax Prep & Planning
FAQS
On our first call, I'll spend some time getting to know you, your business, and find the services that will be best for your situation. Aside from tax preparation, all of my services are provided on an ongoing basis; I'm here to make sure you always have the help you need every day of the year.
I can provide any combination of services you see on this site. If you bring me on as a bookkeeper & tax planner, I'll make sure whoever is preparing your taxes gets everything they need to finish your return quickly.
I customize pricing to fit your business’ needs. We can work together to build you a custom service package to include everything that’s going to bring you value and cut out anything that might not make sense for your business quite yet. For example, if you only have one or two other employees, maybe it’s more cost-efficient for you to continue handling the payroll. Ultimately, you know what’s best for your business and the services that are going to be the most beneficial to you. As a CPA not working underneath the umbrella of a large firm, I'm able to provide high caliber service without having to pass on the high overhead costs that large firms carry.