How I Can Help

Whether you need help with your books, your business return, or your individual taxes, I’m here to make the financial side feel a little simpler.

Individual Tax Returns

Business Tax Returns

Tailored Bookkeeping

Personalized tax preparation that takes into account your income, investments, deductions, and the details of your financial life. Seamless filing at tax time.

From organizing your business information to finding the deductions you’re entitled to, I’ll handle your return with care and help you stay ahead of your tax obligations.

I’ll keep your books organized and up to date so you know where your business stands—and can spend less time worrying about the numbers.

Individual Income Tax Returns

Starting at $500

Additional fees may apply for the below

  • Brokerage Investments

  • Social Security & Retirement Income

  • Rental Properties

  • Schedule K-1 Passthrough Entities

  • Schedule C income

  • Optimal deductions & credits

  • Quarterly Tax Estimates

S-Corporation Tax Returns

  • Multiple shareholders

  • Additional schedules or forms

  • Depreciation and fixed assets

  • Prior-year amendments or adjustments

  • Bookkeeping cleanup or incomplete records

Starting at $1,000

Additional fees may apply for the below

Monthly Bookkeeping

  • Income & expense classification

  • Asset & liability classification

  • Bank & credit card reconciliations

  • Monthly financial statements

  • Monthly bookkeeping review

Starting at $250

This includes

Financial strategy built on clarity and precision.