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Available Services

Individual Tax 

Tax return preparation (1040), IRS assistance, tax planning and consulting. Providing tailored and efficient solutions for your individual federal and state tax compliance needs. 

Accounting Department Training and Support

Do you have a great back office team, but just need some occasional professional training and support? Let us be a support for your office team to provide training and ongoing support on an as needed basis. 

Business Tax

Tax return preparation (1065, 1120S, 1120, SMLLC) , IRS assistance, tax planning and consulting. Providing tailored and efficient solutions for your businesses federal and state tax compliance needs. 

Management Reporting & Analysis

We can help organize your business data into usable information. Whether you need some quick information to make a one-time decision or an ongoing review, we can provide reporting and analysis to help you make informed decisions. 

Special Projects

What do you need help with? Whether it's a 2-hour project or 2-year project, get help from a business minded CPA that can help you take on various business to-dos! All business projects welcome, not limited to accounting and tax. 

Fractional CFO or Controller

Do you need a CFO or Controller but just not all the time? We can get plugged in on a tailored cadence to help fill in any gaps in the financial operations of your business. 

Contact

How can I help? Please reach out to see if I may be a good fit for tax/accounting/business needs. 

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