Tax planning and preparation for business owners, real estate investors, and their families.
I keep my client list small, so there’s room to understand your finances and plan ahead. Your return should be the last step, not the first conversation.
Who I work with
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Business owners
Partnerships, S corporations, and sole proprietors, with the business and personal returns planned together.
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Real estate investors
Rental portfolios, short-term rentals, property sales, and holdings across more than one state.
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Families with complex finances
Households whose finances have grown past what software and a weekend can handle.
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Year-round planning
Decisions made before December 31, when they can still change the outcome.
Let’s see if we’re a good fit.
Schedule a consultation, or send a short note about your situation and I’ll be in touch.