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Is the IRS Getting More of Your Money Than You Are?

I help small business owners keep more of their money through smart tax planning and year-round support.

My clients have already saved over $2 million—and we're just getting started.

The Struggle of Running a Small Business

It's not easy being a business owner. While you're focused on serving customers, your bookkeeping, payroll and, taxes keep piling up.

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  • You're not sure if there will be enough cash to cover expenses.

  • You worry about missing important deadlines and being hit with penalties, or worse—letters from the IRS you don't know how to answer.

  • And deep down, you can't shake the feeling that you're paying more in taxes than you should.

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You’re working hard, but still feel behind—like you’re not fully in control of your business or your money.  

You don't have to keep guessing at your numbers, stressing over filing deadlines, or wondering if you're leaving money on the table. With the right support and a clear plan in place, you can increase your profits, lower your tax bill, and protect your hard-earned wealth.

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Whether you just need help staying compliant—or you're ready for hands-on tax planning, and financial guidance—I offer flexible levels of service to meet you where you are. From basic filing and bookkeeping to in-depth monthly advising, you can get the support that best fits your business.

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Because when you're in control of your money and your tax plan is working, you can focus on what matters most: your business, your goals, and the people you're building it for.

More Profit, Less Stress, and a Smarter Tax Strategy

How I Can Help

CLIENT ADVISORY SERVICES

  • Tax & legal planning for your business and personal life

  • Small business tax strategies

  • Real estate tax strategies

  • Business legal structuring

  • Estate planning and asset protection

Office Waiting Room
Accountant

ACCOUNTING SERVICES

  • Bookkeeping

  • Weekly, monthly, or quarterly payroll

  • Financial statement preparation

  • Controller services

TAX PREPARATION & COMPLIANCE

  • Personal & self-employed tax prep

  • Partnership and Corporate tax prep

  • Quarterly estimated tax payments

  • Form 1099 processing

  • IRS debt resolution

Tax Income Reports

Why Work With Me?

I’m not your typical accountant. I’m approachable, responsive, and genuinely invested in your success—not just during tax season, but all year long. And as an IRS Enrolled Agent, I bring the expertise to turn strategies into action—with a real-world effect on your bank account.

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I also partner with a trusted network of accountants and attorneys, so when you need specialized advice, you're connected to the right people—without having to go it alone.

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My role goes far beyond data entry or checking boxes. I serve as a trusted advisor, empowering you to make informed decisions—so you can get the most out of your business and your life.

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