Filing your taxes shouldn’t feel overwhelming. Work with me for a reliable and stress-free tax preparation experience. You can trust that your finances are treated like my own — with precision, timeliness, and attention to your best interests. Regardless of your life situation, I’ve got you:

• Have investment income (interest, dividends, capital gains and losses)

• Lived and worked in different states, or moved to a different state during the year

• Have foreign sources of income

• Have US tax impact, but live outside of the country

• Received or exercised employee stock options (ESOs) or restricted stock units (RSUs)

Starting at $350, I’ll provide a tailored upfront quote based on your unique situation.

Your business has enough moving parts. Tax filing shouldn’t be one of them. I provide a seamless, accurate, and timely tax preparation experience for businesses of all sizes. Whether your return is straightforward or includes complex schedules, you can trust that everything is handled with precision, proactive communication, and your best financial outcome in mind. Together, we can work through:

• Starting a business or changing business structure

• Managing multi-state filing requirements

• Asset management methods

• Claiming business credits

• Maximising business deductions

• Foreign income sources

Starting at $600, with bundled options with tax planning services. I’ll provide a tailored upfront quote based on your unique situation.

My passion is helping you feel confident and informed in the decisions that you make and the impact that they have on your tax position.

Together, we can explore opportunities before or after tax season to ensure you receive the maximum benefit, leaving you with a plan that’s clear, actionable, and fully settled—so you can focus on life and business without second-guessing your taxes.

• Grow your income or business and want a clear plan for keeping more of what you earn.

• Prepare for a major life milestone (marriage, buying a home, having a child) and want to optimize your tax position.

• Start a side business or go full-time as a freelancer and want clarity on quarterly taxes, deductions, and cash flow.

• Plan for the future (stocks, real estate, small business ventures) and want guidance on the most tax-efficient path.

• Navigate equity compensation—RSUs, ISOs, ESPP—and want to maximize benefits while avoiding surprises.

• Move to a new state or country, or work remotely across borders, and want to understand your obligations clearly.

• Sell property or receive rental income, and want to plan ahead for capital gains, passive losses, or 1031 opportunities.

• Prepare for a liquidity event, such as selling a business or receiving a significant one-time payout.

• Bring more intentionality to your finances, with someone who helps you see the full picture and make thoughtful choices.

• Feel peace of mind year-round, knowing someone is keeping an eye on opportunities and deadlines for you.

Tax Planning Session (30min) - starting at $200 (personal) and $800 (business)

Bundled pricing with Tax Filing, and options for more in-depth or year round retainer support are available. Connect with me to get a tailored quote.

Accurate, up-to-date bookkeeping that keeps your finances organized and ready for financial reporting and tax season. I manage your records meticulously so you can focus on running your business, knowing every transaction is properly accounted for.

Bookkeeping support can help you move forward with clarity and confidence. Clients approach me when they want:

• Clean, organised financial records that keep pace with your business success

• A calm, stress-free tax season, knowing that the books are complete, accurate, and filing-ready

• More time to focus on clients and growth, with financial tracking handled

• Payment processor reconciliation that match books seamlessly

• Professional financial statements that support loan applications, grants, and strategic decisions

Starting from $600 monthly, depending on complexity. One-off fees might apply for new system implementation.