Built for individuals and small businesses that want things handled cleanly.

I work best with people who want a steady process and accurate work. If you value straightforward communication, organized documentation, and conservative compliance, you'll feel at home here. For ongoing clients, I also offer advisory and consulting so you have a CPA to call when questions come up.

Below are the client types I support most often.

Book a Call

W-2 Individuals

If your taxes are mostly straightforward, you still deserve a clean process and a return you feel confident about.

Common situations

  • W-2 income with deductions and credits
  • Investment income (interest, dividends, brokerage activity)
  • Life changes like moving, marriage, dependents, or a new job
  • Wanting a second set of eyes and clean documentation

How I help

  • A simple checklist so you know exactly what to provide
  • Accurate preparation and filing
  • A short summary of what was filed and what to keep

W-2 plus Side Income (Schedule C)

This is one of the most common setups I see. The taxes are not "hard," but they can get messy fast without a system.

Common situations

  • Consulting, freelancing, 1099 work
  • Selling services or products as a solo operator
  • Business expenses that feel hard to track
  • Uncertainty around deductions and what is "allowed"

How I help

  • Simple expense tracking and clean categories
  • Guidance on what to keep and how to document it
  • Quarterly tax planning basics so you are not surprised
  • A Schedule C that is well supported and organized

Small Business Owners

If you are running a small business, your bookkeeping should not be a constant project.

Common situations

  • Bookkeeping is inconsistent or "mostly fine"
  • Accounts have not been reconciled in months
  • You want financials you can use for decision-making
  • You need cleaner records for a lender or future growth

How I help

  • Consistent monthly bookkeeping and reconciliations
  • Clean monthly financial statements
  • Catch-up work when needed, then a steady cadence going forward

Small S-corps

S-corps can be great, but only if the basics are handled correctly throughout the year.

Common situations

  • You want cleaner books and cleaner year-end filings
  • Owner distributions are not being tracked consistently
  • You want fewer surprises and less cleanup at tax time
  • You are trying to keep the company organized as it grows

How I help

  • Bookkeeping built around an S-corp workflow
  • Clean tracking of owner activity
  • Year-end organization that makes filings smoother
  • Conservative guidance focused on compliance and clarity

New Businesses and LLC Setup

If you are starting something new, the easiest time to get organized is at the beginning.

Common situations

  • You are launching a side business and want to set it up correctly
  • You want help deciding how to structure an LLC
  • You want a clean bookkeeping setup from day one

How I help

  • Guidance on basic LLC setup and business organization
  • Simple bookkeeping setup and categories that make sense
  • A system for separating business and personal finances
  • Quarterly tax planning basics for new business income

Not sure where you fit?

That's normal. Most clients are a mix of the above.

Book a Call

or call (941) 404-2341

I'll ask a few questions and recommend the right scope.