Expert Tax Preparation & Business Consulting

When small business gets puzzling, you don’t have to figure it out alone. From startup guidance to tax prep, I’m here to help you connect the pieces and move forward with clarity.

Our Mission

We believe that smart financial choices start with understanding. That’s why we’re passionate about educating our clients and offering reliable, expert services that help them thrive—personally and professionally.

Making Sense of Small Business, One Piece at a Time

Our Services

Expert tax and business consulting tailored to your needs.

Services:

• Tax Preparation

  • Individuals

  • Businesses, including LLC's, Partnerships & S Corps

  • Trusts

  • Estates

• Payroll

• Bookkeeping

• Financial Analysis

• Business Consulting

• Retirement Planning

With over 30 years of tax preparation experience, I’ve worked with a wide range of individuals and businesses — from brand new startups to companies closing their final chapter. I also bring 20+ years of payroll experience, including work with multi-state employers, so I understand the details that make small businesses tick.

I’m a proud member of the National Association of Tax Practitioners and am currently working toward becoming an Enrolled Agent with the IRS — because continuing education and staying current matters when you're handling someone’s finances.

Experience:

Simple tips to help you stress less about taxes and money