Federally Licensed Enrolled Agent and Tax Resolution Specialist.
Straightforward, personalized support from someone who’s here to make things easier.
My Services
Monthly bookkeeping and financial management
Strategic accounting clean-ups, bank reconciliations, and custom monthly financial reporting. I specialize in setting up clean workflows in QuickBooks Online and performing deep Internal Controls and Financial Reviews to detect errors, prevent fraud, and optimize your cash flow before tax season arrives.
Year-round tax planning and strategy
Tax strategy is a 12-month process, not a once a year event. I proactively analyze your business structure and personal finances to implement legal tax-reduction strategies, structure entity classification selections (such as S-Corp transitions), and project quarterly estimated payments to avoid penalties.
IRS tax representation and relief
Stop dealing with aggressive IRS enforcement. As a licensed Enrolled Agent, I represent you directly before the IRS to resolve back taxes, secure affordable IRS Installment Agreements, file Offers in Compromise settlements, request penalty abatements, and lift active bank levies or wage garnishes.
Federal and multi-state tax preparation
Accurate, fully compliant federal and multi-state tax return preparation. I handle complex individual filings (Form 1040) alongside corporate and small business returns (Form 1120, 1120-S, and Form 1065), ensuring every valid deduction and credit is maximized.
Value-Based Fixed Monthly Retention Tiers Available.
Certifications
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