More Than Just Taxes

Strategic Planning That Pays Off All Year

You Deserve More Than Just a Tax Return - Let’s Build a Financial Strategy That Works.


I work with individuals and businesses to bring clarity and confidence to their finances. I take your goals seriously and focus on solutions that make a difference. From everyday needs to long-term planning, my focus is on giving you clarity, confidence, and peace of mind.

Using smart data and strategy, I uncover hidden inefficiencies and reduce tax liabilities. With a personalized, hands-on approach, I ensure you have the financial tools to grow and succeed.

  • Personalized Strategy

    Every service is tailored to your specific financial goals, not a one-size-fits-all solution.

  • Year-Round Support

    We work with you beyond tax season to ensure long-term savings and compliance.

  • Data-Driven Results

    Strategies that are backed by numbers; helping you make smarter financial decisions.

Our Services

  • Individual Tax Preparation

    Expert individual tax preparation tailored to your unique financial situation. From simple returns to complex filings, we ensure accuracy, maximize deductions, and keep you fully compliant.

  • Business Tax Preparation

    Comprehensive business tax preparation designed to minimize liabilities and keep your company compliant. Whether you're a sole proprietor or a corporation, we tailor every return to fit your structure, industry, and goals.

  • Strategic Tax Planning

    Our strategic tax planning service goes beyond yearly filing to identify opportunities for long-term savings. We work with you throughout the year to align your tax strategy with your financial goals and evolving business needs.

  • Business Formation & Entity Selection

    We guide you through the business formation process and help you choose the optimal entity structure for tax efficiency and liability protection. Whether you're launching a startup or restructuring, we ensure your foundation supports future growth.

  • Business Consulting & Profitability Analysis

    Business consulting and profitability analysis to help you understand where your money is going and how to improve margins. By analyzing key financial data, we identify inefficiencies and provide clear, actionable strategies to boost performance.

  • Ecommerce Accounting

    Specializing in ecommerce accounting, helping online businesses track revenue, manage expenses, and stay tax-compliant across platforms. With systems built for digital sales, inventory, and payment processors, we deliver clear financial insights for smarter decisions.

  • Bookkeeping

    We provide reliable, up-to-date bookkeeping services to keep your financial records accurate and organized. From tracking income and expenses to reconciling accounts, we give you the clarity needed to run your business with confidence.

  • QuickBooks

    We offer QuickBooks setup, training, and ongoing support to streamline your accounting and save you time. Whether you're starting fresh or need a system cleanup, we tailor QuickBooks to fit your business needs and workflows.