Preparation. Planning.
A connected tax strategy.
Tax work shaped around your business, investments, and the decisions ahead. Each engagement is defined for your circumstances.
I prepare individual and business returns for clients whose tax situations extend beyond a straightforward filing. The work brings together your records, entities, investment income, and reporting obligations.
- Individual and business income tax returns
- Multi-state filings and multiple entities
- Investment income, K-1s, and real estate activity
- Foreign income and asset reporting where applicable
Planning creates room to evaluate choices before the year closes or a transaction is complete. I review the situation, explain the tax considerations, and help you connect the next decision with your broader goals.
- Changes in income and significant transactions
- Business and investment decisions
- Estimated taxes and year-end planning
- Coordination between personal and business tax positions
Entity & structure planning
Structure should serve the way you operate and invest.
Discuss this serviceAn entity decision affects more than one return. I review ownership, income flows, and entity choices so the tax structure can be considered alongside your business model and investment plans.
- Entity selection and existing structure reviews
- LLC and S corporation tax considerations
- Ownership and income across multiple entities
- Business reorganizations and investment structures
An ongoing relationship gives us the context to address questions through the year. We agree on a useful scope and rhythm for reviewing developments, planning ahead, and addressing the tax implications of business and investment decisions.
- Regular planning discussions within an agreed scope
- Tax questions around business and investment changes
- Coordination with preparation and implementation
- Accounting oversight that supports tax decisions
Do you still provide accounting services?
I continue to provide accounting services to existing clients under their agreed engagements. My focus for new engagements is tax preparation, planning, and advisory.
A clear path from
conversation to action.
Discuss the situation.
We talk about your business, investments, current tax position, and what brings you here.
Define the work.
I review the relevant information and we agree on the scope, timing, and fees before moving forward.
Act with a plan.
We work through the agreed priorities and determine whether ongoing guidance is appropriate.
A good tax relationship starts with a conversation.
Tell me about your business, investments, and the decisions ahead. We’ll discuss the right starting point and whether working together is a good fit.