Our Services
Ensure your financial peace of mind by scheduling a consultation with me. Book your appointment today to receive tailored advice and stay ahead of tax regulations.
Bookkeeping Services
Keep your finances organized and up to date.
Our comprehensive bookkeeping services include:
Monthly/Quarterly bookkeeping
Bank and credit card reconciliations
Accounts payable/receivable tracking
Financial statement preparation
QuickBooks setup and support
Tax Preparation
Make tax season stress-free with accurate, on-time filings.
We prepare federal and state tax returns for:
Individuals
Sole proprietors
Partnerships & LLCs
Corporations (C-Corp, S-Corp)
We ensure every deduction and credit is considered to minimize your liability and maximize your return.
Tax Advisory & Planning
Take control of your financial future with proactive tax strategies.
Our advisory services include:
Year-round tax planning
IRS correspondence and audit support
Business structure optimization
Tax-saving strategies tailored to your goals
We help you plan ahead to minimize taxes and avoid surprises.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!