Services

Service Offerings

One advisor for a suite of business services

I offer a free 15-minute initial consultation. See how you can benefit from my services with no risk.

Personal Income Tax Preparation

Personal Tax Preparation

Tax Preparation and filing for you and your family in all 50 States
Business Tax Preparation

Business Tax Preparation

Tax Preparation for any business entity in all 50 states
Tax Strategy

Tax Strategy

Optimize your tax structure to accomplish your financial goals
Accounting and Bookkeeping

Accounting & Bookkeeping

Accounting services for your business of any size
Business formation

Business Formation

Choose the best entity type for your business and execute formation
Collaboration

Tax Resolution

Resolve tax issues for yourself or your business
Due Dilligence

Due Diligence

Consulting for those selling or purchasing a business
Schedule a Meeting

Contact Me

Book a free 1st meeting on my calendar
Inquire about services