Services
Tax Strategy
Every financial decision has tax implications — and that’s where strategy makes all the difference. I help individuals and business owners build proactive tax plans that minimize tax liabilities, optimize deductions, and align with your long-term goals. Through careful analysis and year-round planning, I ensure your money works smarter, not harder.
Most clients typically invest $4,000 - $6,000 per year in this service.
Tax Filing
Filing your taxes shouldn’t be stressful. We handle the entire process with precision and efficiency, ensuring your returns are accurate and compliant. Whether personal or business filings, I take the guesswork out of tax season so you can focus on what matters most.
Most clients typically invest $1,500 - $2,000 per tax return in this service.
Accounting
Accurate and up-to-date financials are the foundation of every strong business. My accounting services go beyond the numbers — I help you understand what your financial data means so you can make informed decisions. From bookkeeping and reconciliations to financial reporting, I keep your records clean, compliant, and ready for growth.
Most clients typically invest $550 - $750 per month in this service.
The Process
1) Discover
Every great partnership starts with a conversation. In our initial discovery meeting, I take the time to understand your unique situation, challenges, and goals. This is where we explore what you’re looking for and identify how I can best help you reduce stress and maximize opportunities through smart tax strategies.
2) Overview
I’ll take a detailed look at your past two years of tax returns to uncover missed opportunities and better understand your current financial picture. We’ll also discuss your short- and long-term goals so that any strategy we develop fits seamlessly within your broader financial plan.
3) Plan
With a clear understanding of your situation and goals, I’ll create a comprehensive, proactive tax plan designed to help you keep more of what you earn. This plan isn’t just about saving money now—it’s about aligning your tax strategy with your life and business ambitions for sustainable success.
4) Implement
Once the plan is in place, I’ll work alongside you to put it into action. I provide ongoing clarity, guidance, and accountability so you feel confident every step of the way. Together, we’ll ensure the strategies we’ve developed are implemented effectively and continue to deliver results over time.