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Accounting & Tax CPA Services

I offer a variety of services for individuals and small businesses to help create, implement and maintain financial systems designed for your unique needs. Investing in these systems upfront will save you time and frustration, ensuring you always know how your business is performing and that you will receive maximum tax deductions.

  • New Business Container: After a strategy session where I learn the intricacies of your new or existing business, I create a customized Quickbooks software container linked to your website or other payment processors and bank accounts, set up your products and services, as well as any other configuration needed, and train you (or your bookkeeper) on how to use this software to record transactions and manage your finances.

  • Ongoing Accounting Support: I provide full accounting support with monthly or quarterly reporting, and periodic review sessions to ensure you are empowered with knowledge to make informed business decisions.

  • Legal Entity Set-up: Need help determining what legal entity structure is the best for your business? I will help you understand the pros and cons behind each structure from a tax perspective saving you time and money in the future. I will also prepare all the relevant filings with the state(s) and IRS to establish these entities, as needed. 

  • Budgeting and Planning: Unsure how to budget and plan for your business? Do traditional budgeting techniques feel heavy and restrictive to you? I can help you develop a budget and accountability system that is right for you and your business.

  • Tax Return Filings: I offer full tax services including preparing and filing your individual or business tax returns for Sole Proprietors, LLCs, and S Corps. I also provide self-employment tax assistance and provide guidance on how to track and manage your tax-deductible expenses to ensure you minimize your tax obligation.

  • Banking Structure, Credit or Debt Assistance: I can help you create an optimal banking structure for your business, assist with credit consolidation/ alternatives and help analyze and implement ways to reduce your debt.

  • Fill out a questionnaire with specifics about you and your business to receive a quote for the desired service and level of support.

I approach new business creation and wealth expansion from a holistic standpoint. There are two parts to this equation: financial systems and structures to track, organize and analyze your transactions, and a healthy mindset about your ability to earn and grow wealth. My approach integrates both sides of this formula.


Most approaches are one-sided. If you have a financial container to hold your money but have old limiting beliefs running the show in your subconscious or an unhealthy relationship with money, it will be challenging to manifest funds to fill that container. 


On the flip side, if you truly believe in the innate abundance of the Universe and in your ability to tap into and manifest this wealth, but have no system or structure in place, you won’t be able to retain and maximize this wealth.

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