Tax Planning
For business owners and high-income individuals exploring their tax options.
I assess your finances and goals, then provide a written plan with proposed strategies and estimated potential savings for your situation.
Tax and accounting services
I help you evaluate tax options, prepare your return, and keep your business records organized. If you own investment property, you can also explore a cost segregation study.
What would you like help with?
Explore Tax Planning — Tax Planning
Tax Preparation
For small-business owners and individuals who want a CPA to prepare their return.
I review your documents, clarify figures, and prepare your return, handling extensions when needed. You receive copies for your records.
Business & CFO Advisory
For business owners who need financial guidance beyond bookkeeping and tax preparation.
Drawing on my experience as a bank CFO and Chief Investment Officer, I help business owners understand financial performance, cash flow, profitability, capital decisions, investments, and the financial impact of major business decisions.
Bookkeeping
For small-business owners who want accurate books without managing them themselves.
I maintain organized records so you can review income and expenses and prepare for tax filing.
Cost Segregation
For investment-property owners exploring depreciation options.
You receive a study detailing property components and costs to help evaluate their tax treatment.
Frequently asked questions
What’s the difference between tax planning and tax preparation?
Tax preparation focuses on preparing your return. With tax planning, I evaluate options based on your circumstances and goals, then provide a written plan with proposed strategies.
Do I need to use all of your services?
No. Each service is available separately, so you can choose the help that addresses what you want to resolve.
Will I work directly with you?
Yes. You’ll work directly with me, and I’m your point of contact for questions about the services you choose.
Can we work together remotely?
Yes. I can meet with you by phone or video to discuss your situation and the work.
Do you work with individuals as well as business owners?
Yes. I work with business owners, individual taxpayers, and investment-property owners.
What happens after I request a consultation?
I typically respond within one business day. The form sends me your request; the appointment is arranged afterward.
