Tax Professional Services
Strategies include:
Helping you choose the right business structure (S-Corp, LLC, Sole Proprietorship) to minimize liability and tax exposure.
Looking ahead to future years to time your income and expenses for the lowest possible long-term tax rate.
A thorough review of your expenses to ensure every valid deduction is captured — without crossing the line.
Identifying specific credits for your industry or personal situation often overlooked by automated software.
Calculating accurate quarterly payments to protect your cash flow and prevent IRS underpayment penalties.
Standing between you and the IRS in the event of inquiries or audits.
Aligning business profits with retirement contributions to reduce current tax while building long-term wealth.
👨👩👧👦 Family Income Shifting Keep wealth in the family. By legally hiring your children for age-appropriate tasks, we can shift income from your high tax bracket to their 0% bracket, all while funding their future Roth IRAs tax-free.
💼 The "Solo" Retirement Boost Retire faster. Forget generic IRAs. We can look at Solo 401(k) structures that allow you to shelter nearly $70,000+ of income annually, drastically lowering your current tax bill.
Straight Answers, No Jargon
You won’t get vague explanations or confusing accounting language. I tell you exactly where you stand, what needs to be fixed, and what to do next.
Built Around Your Real Life
I don’t force you into a generic system. Everything I do is tailored to how you actually earn, spend, invest, and operate.
Strategy Over Compliance
Anyone can file a return. I focus on positioning you for lower lifetime taxes, stronger cash flow, and better financial decisions.
Ready to Elevate your business?
Frequently asked questions
My last CPA just “filed the return.” I need someone who actually understands business.
That is exactly the difference here. I do not operate as a form-filler. My background includes real business operations, real estate, lending, and valuation. I understand how your decisions today affect your position six months or three years from now.
I’m paying too much in taxes and I don’t even know why. Can you really reduce that?
If you’re overpaying, it usually means poor structure, missed strategy, or both. I specialize in identifying where taxes are being paid unnecessarily and restructuring the setup — legally — to reduce exposure going forward.
Can you help me decide whether a business or property is actually worth buying?
Yes. I analyze value, risk, cash flow, hidden liabilities, and long-term viability. I do not rely on “potential” or hype. I rely on numbers and reality.
My business isn’t profitable on paper, but I feel like I’m working nonstop. What gives?
This is usually a structure or margin problem. More work does not equal more profit. I will identify where the money is being lost, whether it’s overhead, pricing, inefficiency, or tax drag.
I’ve had bad experiences with CPAs in the past. Why would this be different?
Most CPAs have only lived inside an office. I’ve lived in multiple industries, multiple roles, and multiple income structures. I understand real-world problems because I’ve actually dealt with them myself.
I don’t just want “tax prep.” I want someone in my corner long-term.
Then you’re looking for a strategic relationship, not a once-a-year service. That is exactly how I operate. My role is to help you make better financial decisions over time, not just meet a deadline.
Do you work better with individuals or business owners?
I work best with business owners and serious individuals who want to understand and improve their financial position. If you’re willing to face reality, I can help you change it.
Will I actually be able to reach you, or am I going to get passed off to an assistant?
You will deal with me directly. No gatekeepers. No call centers. No handoffs. I limit the number of clients I take specifically so communication stays clear and consistent.
I left my last CPA because I never knew what was going on. How transparent are you?
Completely. I explain what I’m doing, why I’m doing it, and what it means for you. If you don’t understand something, that’s a failure on my end — not yours.
Can I actually afford you, or is this going to be out of my league?
Most people think in terms of “cost.” I work in terms of “net result.” If I’m not helping you save more, run cleaner, or earn more than I cost, then it doesn’t make sense for either of us.
Do you charge by the hour or by the project?
It depends on the type of work. Some services are flat-fee. Some are ongoing. Some are matters of scope. I am clear upfront. No surprises. No ambiguity.
I’m a barber / landscaper / beekeeper / tradesman / niche operator. Do you really understand my type of business?
Yes, because I understand systems — not just industries. Every business runs on the same fundamentals: income, expense, margin, labor, timing, and cash flow. The specifics change. The structure doesn’t.
My business isn’t “formal.” Cash, Venmo, side jobs, etc. Is that a problem?
It’s common. It’s not a deal-breaker. But it has to be cleaned up and structured correctly if you want real control and long-term stability.
Is tax planning something you do year-round, or only when it’s time to file?
Real tax planning happens before December, not in April. This is a year-round strategy.
Can you show me how to legally pay less in taxes?
That’s a core part of what I do. Structure, allocation, timing, and entity decisions are everything.
What kind of person are you NOT a good fit for?
People who want shortcuts. People who don’t want to look at their numbers. People who want to be told they’re doing everything right when they’re not.
When should I start thinking about my taxes?
Ideally, before the year ends. The best moves to lower your taxes (like purchasing equipment or funding retirement accounts) must happen before December 31st.
What is the difference between a CPA and a regular tax preparer?
A CPA (Certified Public Accountant) is a state-licensed professional held to the highest ethical and educational standards. Unlike non-certified preparers, I can represent you before the IRS and offer deep strategic advice, not just data entry.
What documents do I need to bring for our first meeting?
For our initial consultation, having your previous year's tax return and a current P&L (Profit and Loss) statement is very helpful.