Elevate your financial success with our comprehensive financial management services. From tax strategy to business consultations, we empower you to make informed financial decisions.

Business Services Tailored for You

  • Bookkeeping

    Good bookkeeping is the foundation of a healthy business, and I provide reliable support to keep your financial records organized, accurate, and easy to understand. Whether you’re just starting out or managing a growing operation, I take the stress out of tracking income, expenses, and day-to-day activity so you can focus on running your business with clarity and confidence. My goal is to give you clean books, peace of mind, and the ability to make informed decisions year-round.

  • Payroll Processing

    Payroll can be one of the most time-consuming and stressful parts of running a business—but it doesn’t have to be. I offer dependable payroll services that ensure your team is paid accurately and on time, while also keeping you fully compliant with federal, state, and local requirements. From handling deductions to managing filings, I take care of the details so you can take care of your employees.

  • Sales and Local Tax Filings

    Sales and local tax rules can be confusing, especially for businesses that operate in multiple jurisdictions or deal with frequent reporting. I help you stay on top of your filing obligations by managing your sales tax reporting accurately and on schedule. Whether your business is simple or more complex, I ensure you remain compliant, avoid unnecessary penalties, and have a clear understanding of what is owed and when.

  • Tax Strategy and Planning

    Effective tax planning isn’t just about preparing returns—it’s about anticipating opportunities before tax season arrives. I work with individuals and business owners to develop thoughtful, proactive strategies that lower tax liability and support long-term financial goals. Together, we look at your full financial picture and create a plan that keeps you tax-efficient, compliant, and prepared for the future. My goal is to help you keep more of what you earn while giving you the confidence that your strategy is built around your unique needs.

  • Business Entity Formation (LLC, S-Corp, C-Corp)

    When you’re starting a business—or restructuring an existing one—the entity you choose sets the foundation for how you operate, how you’re taxed, and how well you’re protected. The challenge is that each option comes with its own rules, filings, elections, and long-term implications. It’s easy to feel uncertain about which structure truly fits your goals.

    I help make this decision clear and the process straightforward. I walk you through the differences between LLCs, S-Corps, and C-Corps, explain how each one affects your taxes and liability, and handle all required filings at the state and federal levels, including S-Corp elections when needed. You get a structure that’s aligned with your business strategy and set up correctly from the start.

    With the groundwork in place, you gain the clarity and stability you need to focus on the goals that matter most for your business.

  • Nonprofit Formation & IRS 1023

    If you’re creating a nonprofit, it’s because you have a mission you believe in and a clear purpose behind the work you want to do. What often complicates things isn’t the mission itself—it’s the legal and compliance steps required to get started. The IRS application, state charitable registrations, bylaws, governance policies, and ongoing reporting can quickly become overwhelming.

    I help simplify this process so you can move forward with confidence. I handle the full formation—from preparing your organizational documents to completing IRS Form 1023 or 1023-EZ and guiding you through any state-specific requirements. The result is a strong, compliant foundation that supports your mission and positions your nonprofit for long-term success.
    You stay focused on the impact you want to make, and I take care of the technical work that helps bring your organization to life.