My Services
Every client situation is unique. I offer personalized guidance across a range of tax and financial services tailored to where you are in your business journey. Contact me to discuss which services are right for you.
Individual Tax Preparation
Whether your return is straightforward or complex, I handle your individual taxes with accuracy and care. I make sure you are taking every deduction you are entitled to so you keep more of what you earn.
Self Employed and Freelancer Tax Preparation
Running your own business comes with unique tax responsibilities. I specialize in self employed returns including Schedule C, quarterly estimated taxes, and home office deductions so nothing gets missed.
Small Business Tax Preparation
Partnerships, S-Corps, and multi-member LLCs have more complex filing requirements than a solo operation. I prepare business returns that accurately reflect your structure, keep you compliant, and position your business for long term financial health.
Back Taxes and Amendments
Behind on your taxes or need to correct a previous return? I help you get current, file back tax returns, and provide guidance on options available to you including Offer in Compromise so you can move forward with confidence.
LLC Tax Filing and Compliance
From annual filings to staying compliant with California state requirements, I help LLC owners navigate the rules so your business stays in good standing and avoids unnecessary penalties.
Bookkeeping and Financial Consulting
Clean books start with accurate records. I provide hands on bookkeeping services including transaction entry, account reconciliation, and income reconstruction for clients who need to rebuild their financial records from the ground up. I also offer financial consulting to help you make smarter decisions with your money all year long.
Business Formation
Ready to make it official? I help you take the right steps to structure and form your business properly from the start so your foundation is solid before the money starts moving.
Tax Planning
Do not wait until tax season to think about your taxes. I work with you throughout the year to develop a strategy that minimizes what you owe and helps you plan ahead with confidence.
Financial Coaching
Understanding your money is the first step to growing it. I provide financial coaching to help self employed professionals and small business owners build better habits, set goals, and create a financial picture they are proud of.
More Resources Coming Soon
I am currently building out a library of digital tools and resources designed to help self employed professionals and small business owners take control of their finances. Check back soon for workbooks, trackers, and guides you can put to work right away.
Ready to Get Started?
Whether you have questions about a specific service or you are ready to book, I would love to connect. Let's find the right solution for your tax and financial needs.
