What I Offer

Services Built Around Your Financial Goals

Whether you're an individual navigating tax season or a business owner managing growth, I provide the expertise and personal attention to keep your finances accurate, compliant, and optimized.

Tax Preparation & Planning

Accurate, timely tax returns paired with proactive planning strategies to minimize your liability year after year. I handle federal and state filings for individuals, sole proprietors, partnerships, and corporations — and I look ahead so you're never caught off guard.

  • Individual & business tax returns (federal & state)
  • Year-round tax planning & strategy
  • Self-employed & freelancer filings
  • Amended returns & prior-year catch-up
  • IRS correspondence & audit support

Pricing

Individual

Simple to complex returns

Business

Partnerships, S-corps, C-corps

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Bookkeeping & Accounting

Clean, organized books are the foundation of every healthy business. I provide monthly bookkeeping, financial statement preparation, and account reconciliation so you always know where you stand — and so tax season is never a scramble.

  • Monthly bookkeeping & transaction categorization
  • Bank & credit card reconciliation
  • Profit & loss, balance sheet, cash flow statements
  • Accounts payable & receivable tracking
  • QuickBooks & accounting software setup

Pricing

Starter

Up to 50 transactions

Growth

Up to 150 transactions

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Payroll Services

Keep your team paid accurately and on time while staying fully compliant with federal and state payroll regulations. I manage the entire payroll process — from calculating wages and withholdings to filing payroll taxes and issuing year-end W-2s.

  • Weekly, bi-weekly, or monthly payroll processing
  • Federal & state payroll tax filings
  • Direct deposit setup & management
  • W-2 & 1099 preparation and filing
  • New hire reporting & compliance

Pricing

Small Team

Up to 5 employees

Growing Team

6–20 employees

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Compliance & Reporting

Regulatory requirements change constantly. I help businesses stay ahead of filing deadlines, maintain accurate records, and produce the financial reports needed for lenders, investors, or internal decision-making — so compliance is never a last-minute stress.

  • Sales tax registration & filing
  • Business license & registration support
  • Financial statement preparation for lenders
  • Annual report & regulatory filing assistance
  • Internal controls review & recommendations

Pricing

Compliance Review

One-time assessment

Ongoing Compliance

Monthly filings & monitoring

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Not sure which service is right for you?

Schedule a free consultation and I'll help you figure out exactly what your situation calls for — no pressure, no obligation.

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