I provide professional, personalized tax preparation services for small businesses, ensuring your return is accurate, compliant, and optimized for your specific situation.
I prepare returns for a variety of entity types, including:
LLCs (Single-Member & Multi-Member)
Single-member LLCs (disregarded entities): filed on Schedule C (Form 1040)
Multi-member LLCs: filed as partnerships on Form 1065, with Schedule K-1s issued to each owner
Partnerships
Filed on Form 1065 (U.S. Return of Partnership Income)
Includes preparation of Schedule K-1s for partners
S-Corporations
Filed on Form 1120-S (U.S. Income Tax Return for an S Corporation)
Includes Schedule K-1s for shareholders
I go beyond basic tax preparation. My service is designed to simplify your life while strengthening your financial position:
Personalized Approach
Your business isn’t generic—your tax strategy shouldn’t be either. I tailor each return based on your operations, industry, and goals.
Accuracy & Compliance
I help you stay aligned with IRS requirements, reducing errors, minimizing audit risk, and avoiding unnecessary penalties and interest.
Time Savings
No more navigating complex tax rules or struggling through software. I handle the details so you can stay focused on running your business.
Proactive Insight
I identify deductions, credits, and planning opportunities that can reduce your tax liability and improve future outcomes.
Streamlined Process
I make filing easy with clear communication, organized document requests, and a straightforward workflow from start to finish.
I provide personalized individual tax preparation services designed to make the process simple, efficient, and financially beneficial for you.
I’ve worked with a wide range of individual tax situations and bring hands-on experience across areas such as:
W-2 income and multi-state filings
Investment income, including capital gains and losses
Retirement income and distributions (IRAs, 401(k)s, pensions)
Roth IRA strategies, including backdoor Roth contributions
Equity compensation (ESPPs, RSUs, Incentive Stock Options)
Rental real estate (Schedule E) and passive activity considerations
Itemized deductions, including charitable giving and mortgage interest
Sale of a personal residence
Cryptocurrency transactions and reporting
Self-employment and side income (Schedule C)
Various tax credits and deductions (education credits, child tax credit, etc.)
I take the time to understand your full financial picture so your return reflects your unique situation—not a one-size-fits-all template.
Tax Minimization—Done Right
I work to legally lower your tax liability by identifying and applying all eligible deductions, credits, and strategic opportunities within the tax code.
Accuracy & Compliance
I ensure your return is complete, accurate, and aligned with IRS requirements—helping you avoid costly mistakes, penalties, or missed reporting.
Clarity & Confidence
I explain what’s happening on your return so you understand your tax position and feel confident in the outcome.
Time Savings & Simplicity
I handle the complexity so you don’t have to. My process is streamlined, organized, and designed to make filing as easy as possible.
Forward-Looking Insight
Beyond filing, I identify opportunities and considerations that can improve your tax situation in future years.
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