CERTIFIED PUBLIC ACCOUNTANT
Tax work that holds up under scrutiny.
A CPA practice for individuals and the business owners behind them. Preparation, planning, and year-round advice from the person who signs the return.
Serving clients nationwide · Remote and in person
Compliance and planning, done properly
Tax Preparation: Individual & Business
Individual returns with equity compensation, rental property, investment income, and self-employment. S corporations, partnerships, and LLCs, coordinated with the owner’s personal return. Multistate and part-year filings, including residency changes.
Tax Planning & Advisory
Entity selection and S corporation elections, including whether an existing election still makes sense. Reasonable compensation, owner distributions, and retirement plan strategy. Quarterly projections sized to the actual year, not last year’s tax.
Payroll tax compliance: registrations, deposits, and quarterly and annual returns. IRS and state notices, penalty abatement, and installment agreements. Business formation, elections, and a first-year compliance calendar. Forms 1099 and W-2.
Also handled in-house
Start with a conversation
Tell me a bit about your situation and I’ll respond within two business days. During filing season, late January through April, it may take a little longer, but this form is still the fastest way to reach me.
Serving clients nationwide, remote and in person.