Tax preparation, planning, and compliance for individuals and businesses, with experience across both direct and indirect tax matters.

• Individual income tax preparation

• Business tax preparation for LLCs, partnerships, S corporations, and corporations

• Tax planning and estimated tax guidance

• State and local tax advisory support

• Education credit, dependency, and filing status review

• IRS and state tax notice and audit assistance

Practical indirect tax support for businesses facing sales tax, property tax, nexus, compliance, and state filing requirements.

• Sales and use tax registrations

• Multi-state sales and use tax compliance

• Nexus reviews and exposure assessments

• Exemption certificate review and management

• Reverse audits and refund reviews

• Property tax compliance support

• Sales tax audit and notice assistance

Bookkeeping and accounting support for businesses seeking clean records, organized reporting, and reliable back-office financial assistance.

• Monthly bookkeeping support

• Book cleanup and account organization

• Internal financial reporting support

• Interim accounting assistance

• Back-office accounting support for growing businesses

• Accounting process and workflow improvements

Practical advisory support for businesses and individuals navigating entity structure, tax-sensitive decisions, compliance matters, and financial operations.

• Entity structure guidance from a tax and accounting perspective

• Business compliance and filing obligation review

• State and local tax exposure review

• Owner compensation and business cash flow discussions

• Tax-sensitive planning for business decisions

• Plain-English financial and tax guidance for decision-making