Skip to content
About Me
How I Work
Ways I Can Help
Price List
Contact
CLIENT PORTAL
Navigation Menu
Navigation Menu
About Me
How I Work
Ways I Can Help
Price List
Contact
CLIENT PORTAL
Reasons you should contact me.
Review the questions below to find out if I am a good fit for your financial needs.
What kind of help are you looking for?
Tax Preparation and Planning
Fund Accounting and Trust Account Management
Other
Tax Preparation and Planning
Have your tax returns have grown beyond the scope of what you are comfortable handling on your own and you are ready to pass them off to a professional?
Are comfortable filing your own taxes but want a CPA to review the final draft before you hit the “send” button?
Are you making a big-money move and want to be prepared for the tax consequences?
Do you have a specific accounting or tax question that has come up in the course of business and are in need of expert advice?
Is your business is growing and you want to ensure that you are approaching operations in a tax-efficient manner?
Fund Accounting and Trust Account Management
Do you operate a non-profit, government entity, or other organization in need of an external partner for budget development and analysis?
Do you own a law firm that holds funds on behalf of clients and need support with trust account management?
Are you responsible for funds with strict fiduciary requirements and are looking for a partner to develop a strategy for management and reporting?
Other Services
Do you have a question or proposal that is outside of the subject areas above and want to explore whether we could be a good fit?
Do you work in a similar or adjacent industry and want to talk shop?
Fill out our contact form
LET’S CONNECT