Areas of Practice
Tax Return Preparation
Prepare your personal, small business, or nonprofit tax returns and review the completed returns with you, along with opportunities for current and future savings, before filing.
Accounting
Record transactions and prepare your personal or business financial statements. Review the completed statements with you to highlight trends, identify missed opportunities, and suggest recommended actions.
Business Tax Filings
Calculate and prepare the required filings for other taxes that might apply to your business, such as quarterly estimated payments, payroll taxes, sales or transaction taxes, franchise taxes, or property taxes.
Analyzing Business Opportunities
Serve as your personal CFO as you evaluate potential opportunities, ensuring that all applicable tax, accounting, and financial impacts are considered. Model the impact potential decisions or negotiating strategies could have on your financial standing so you can select the best course of action.
Financial Planning
Guide you through building or updating your financial plan and help you prioritize your goals. Depending on your situation, this could include determining whether your current savings rates are on track, identifying strategies to increase your savings, maximizing the benefits of tax-advantaged accounts, or advising on investment, insurance, or estate planning strategies to help you manage risk.
Get in Touch
Call me if your financial circumstances change or if you have a significant transaction. A quick conversation can sometimes result in substantial tax savings.