• Specialized expertise - Focus on small businesses and real estate investors with complex tax needs.

  • Responsive communication - Questions are answered promptly throughout the year, not just during tax season.

  • Year-round tax planning - Proactive strategies to help minimize your tax liability, beyond annual return preparation.

  • Personalized service - Work directly with a dedicated tax professional who understands your specific situation.

  • Clear explanations - Tax concepts translated into plain English so you can make informed decisions.

  • Transparent pricing - Fees discussed upfront with no unexpected bills.

Tax Preparation

  • Free up your time - We handle routine bookkeeping so you can focus on what you love—growing and running your business.

  • Stay ahead of tax obligations - We keep you compliant, maximize your deductions, and ensure you're always prepared for deadlines.

  • Gain financial clarity - Clear, timely reports give you complete visibility into your business performance and cash flow.

  • Accuracy you can trust - Professional expertise ensures your books are right the first time, protecting your bottom line.

  • Personalized, responsive service - Work directly with an experienced professional who's always available to support your success.

  • Stress-free tax seasons - Year-round organization and proactive preparation make tax time smooth and effortless.

Bookkeeping

Advisory

  • Year-Round Tax Planning: Strategic planning to minimize liabilities and maximize deductions, ensuring you keep more of what you earn

  • Proactive Tax Projections: Estimated payment guidance and tax forecasting to avoid surprises and penalties at filing time

  • Entity Structure Optimization: Analysis and recommendations to optimize your business tax position as you grow

  • Real Estate Tax Strategies: Depreciation planning, passive activity rule compliance, and Section 469 real estate professional elections

  • Quarterly Business Reviews: Regular check-ins to identify tax-saving opportunities and adjust strategies based on your changing circumstances

  • Retirement & Benefits Planning: Guidance on tax-advantaged retirement contributions and employee benefit structures to reduce current tax burden while building future wealth