Tax Preparation
Tax Preparation
Professional and stress-free tax preparation for individuals and families. I’ll review your situation, answer your questions, and guide you through what’s needed to file accurately and confidently.
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Tax Strategy Session
Tax Strategy Session
A guided 30-minute session to go through your prior year tax return, clarify what you may have missed, identify valuable deductions, and develop a personalized tax-saving plan that positions you for a stronger financial year ahead.
Business Setup
Business Setup
Starting a new business or restructuring an existing one? In this free 15-minute consultation, we’ll clarify your goals, discuss the right entity structure, and outline your next steps.
Business Bookkeeping
Business Bookkeeping
Get organized with clean, accurate books. This 15-minute introductory call helps me understand your business needs so we can determine the best bookkeeping approach for you.
Business Strategy Session
Business Strategy Session
A deep, one-hour planning session to map out your services, pricing, operations, and long-term strategy. Perfect for new businesses or those ready to scale with clarity and direction.
Quarterly Tax Estimates
Quarterly Tax Estimates
A focused session to calculate your upcoming quarterly estimated tax payments. We’ll review your income, deductions, and current-year projections so you know exactly how much to pay — and when — to avoid surprises or penalties.
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