TAX • PLANNING • BUSINESS ADVISORY
Clear guidance for your taxes, business, and financial decisions.
Whether you need help preparing a return, planning for future tax obligations, establishing a business, or resolving a tax issue, you will receive professional guidance designed around your circumstances and goals.
Licensed Georgia CPA • Virtual appointments available
How can I help?
Tax Preparation
Tax Preparation with clarity and confidence
Tax preparation should provide more than a completed return. I prepare individual and business tax returns with a focus on accuracy, compliance, organization, and helping you understand the final results.
Whether your return is relatively straightforward or includes business activity, rental property, investments, multiple states, or prior-year issues, the engagement will be structured around the complexity of your circumstances.
Individual tax services may include
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Federal and state individual income tax returns
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W-2 and 1099 income
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Sole proprietorship and independent-contractor income
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Rental real estate
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Investment and retirement income
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Multi-state filing requirements
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Prior-year and amended returns
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Estimated tax considerations
Business and organizational tax services may include
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Sole proprietorships and single-member LLCs
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Partnerships
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S corporations
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C corporations
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Nonprofit organizations
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Business-owner tax coordination
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Federal and state filing requirements
What clients can expect
You will receive a clear request for the necessary information, secure document-handling instructions, a professional review of the return, and an explanation of significant results or next steps.
Tax Planning & Advisory
Make tax decisions before the deadline
Tax planning allows you to understand potential obligations, identify planning opportunities, and make informed decisions before filing season.
I provide proactive guidance for individuals and business owners who need help planning for income changes, self-employment taxes, quarterly payments, business growth, major transactions, or other financial developments.
Planning and advisory services may include
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Federal and state tax projections
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Quarterly estimated tax calculations
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Withholding and Form W-4 reviews
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Self-employment tax planning
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Business-owner compensation considerations
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Entity and tax-classification analysis
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S-corporation election considerations
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Rental property and real estate tax planning
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Year-end planning
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Ongoing tax and business advisory support
Ongoing advisory
For clients who need support throughout the year, ongoing advisory services may include scheduled meetings, tax projections, estimated payment guidance, business questions, and proactive planning based on the agreed engagement.
Business Formation & Strategy
Build your business on a stronger foundation
Starting or growing a business involves more than registering a name. The decisions you make regarding structure, taxes, recordkeeping, payroll, and financial systems can affect how efficiently the business operates.
I help entrepreneurs establish and organize the financial and tax side of their businesses so they can move forward with greater clarity.
Formation and tax setup
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LLC formation assistance
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Employer Identification Number applications
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Tax-classification guidance
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S-corporation election assistance
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Initial tax-registration considerations
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Business bank-account and recordkeeping guidance
Accounting and financial organization
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QuickBooks Online setup
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Chart-of-accounts development
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Bookkeeping-system guidance
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Financial statement preparation
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Income and expense organization
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Business and personal transaction separation
Business advisory
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Business tax projections
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Owner-compensation considerations
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Financial performance discussions
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Cash-flow and recordkeeping guidance
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Ongoing tax and accounting support
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Coordination with attorneys, payroll providers, and other professionals when appropriate
Business-formation services focus on tax, accounting, and administrative considerations and do not replace legal advice. Legal counsel may be recommended depending on the circumstances.
Tax Resolution
Tax issues can be addressed one step at a time.
Receiving a notice, discovering an unfiled return, or owing more than expected can feel overwhelming. The first step is understanding the issue, confirming the available records, and developing a practical path forward.
I assist individuals and businesses with reviewing and responding to federal and state tax matters.
Services may include
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IRS and state tax-notice review
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Unfiled and prior-year tax returns
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Amended federal and state returns
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Tax-account research
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Balance-due review
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Installment-agreement considerations
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Penalty and interest analysis
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Correspondence with taxing authorities
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Residency and withholding issues
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Multi-state filing concerns
Recommended process
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Review the issue
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Provide the applicable notice, tax return, account transcript, or correspondence.
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Identify the requirements
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Determine what has been filed, what remains outstanding, and what supporting documentation is needed.
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Develop the next steps
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Prepare the required filings, responses, or recommendations based on the engagement.
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Outcomes and processing times depend on the facts, available documentation, and applicable taxing authority. No specific result can be guaranteed.
Financial Education & Speaking
I provide practical financial and tax education for professional groups, universities, nonprofit organizations, businesses, and community programs.
Presentation topics may include:
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Personal finance fundamentals
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Understanding individual taxes
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Taxes for entrepreneurs and independent contractors
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Business financial organization
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Entity structure and tax basics
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Financial literacy and wealth-building principles
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Preparing for tax season
Services designed for
Individuals and Families
Tax preparation, projections, withholding guidance, prior-year filings, and support with significant financial changes.
Entrepreneurs and Self-Employed Professionals
Schedule C preparation, estimated taxes, business deductions, recordkeeping, and entity considerations.
Small and Growing Businesses
Business returns, tax planning, accounting systems, financial statements, and ongoing advisory guidance.
Real Estate Owners and Investors
Rental-property reporting, expense organization, depreciation considerations, and tax planning.
Nonprofit and Community Organizations
Tax filings, financial organization, educational presentations, and advisory support based on the organization’s needs.
Pricing and Engagement Expectations
Service fees are based on the complexity and scope of the engagement. After reviewing your needs, you will receive information regarding the recommended service, required documents, expected process, and applicable fee before work begins.