Clear Financial Guidance Confident Decisions
Trusted CPA services for individuals and small businesses—focused on accuracy, clarity, and long-term financial success.
About Me
My path to becoming a CPA wasn’t a straight line — it was a steady climb built on two decades of hands‑on experience, real‑world problem‑solving, and the kind of perspective you only gain by running a business yourself.
I entered the accounting world over 20 years ago, long before I earned her CPA license, learning the industry from the inside out. I worked with small business owners, entrepreneurs, service providers, and growing companies who were brilliant at what they did but overwhelmed by the financial side of running a business. I quickly became the person they turned to when they needed clarity, structure, and someone who could make sense of the numbers without judgment or jargon…
Services Offered
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Business Formation & Entity Guidance
Choosing the right structure sets the foundation for everything that follows.
I help you understand your options and make decisions that align with your goals. -
Tax Preparation & Planning
Taxes shouldn’t feel overwhelming. I focus on clarity, accuracy, and proactive planning so you can make informed decisions all year long.
Where honest accounting meets practical guidance
Why Work With Me?
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Clear Guidance Without the Jargon
Accounting and taxes can be complex. I take the time to explain your financial situation in clear, straightforward terms so you can make confident, informed decisions—without feeling overwhelmed.
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Personalized Attention
You’re not just a file number. I work directly with each client to understand their specific goals, challenges, and circumstances, and I tailor my services accordingly.
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Detail-Oriented and Reliable
Accuracy matters. I approach every return, report, and financial statement with careful attention to detail, ensuring nothing is overlooked and deadlines are met.
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I primarily support small‑business owners, self‑employed individuals, and S‑Corporation owners who want clear, practical financial guidance. If you value honesty, clarity, and straightforward communication, we’ll be a great fit.
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Yes. Most services can be handled entirely online, making the process simple and convenient no matter where you’re located.
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Pricing is based on the time, complexity, and level of expertise required for your specific situation. Your fee reflects the actual work needed — not a generic package.
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Always. You’ll receive a clear estimate or proposal before any work starts. No surprises, no hidden fees.
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Yes. Many services — including tax preparation, S‑Corp elections, and certain advisory sessions — are offered at a flat rate (with a few exceptions). Cleanup work and ongoing support are typically scoped individually.
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Yes. Cleanup is billed separately because every situation is different. I’ll review your books first and provide a transparent estimate based on the time and complexity involved.
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You’re not alone — and you’re not judged. I help clients in all stages of organization, from “mostly on track” to “I don’t even know where to start.” We’ll take it step by step.
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No. Some clients prefer ongoing support, but it’s never required. You choose the level of involvement that fits your business.
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Yes. After a brief conversation and a look at your current situation, I can provide a clear estimate so you know exactly what to expect.
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Yes. I can review the notice, explain what it means, and help you determine the best next steps.
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Absolutely. I can help you choose the right entity, set up clean systems from the start, and avoid common pitfalls.
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I keep communication clear and efficient. Most conversations happen through email or scheduled calls, depending on what works best for you.
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I combine technical expertise with 25 years of real‑world business ownership. That means you get practical, judgment‑free guidance from someone who understands both the numbers and the day‑to‑day realities behind them.
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We begin with a brief conversation to understand your needs and determine the right level of support. From there, I’ll outline next steps and provide a clear estimate before any work begins.
Frequently Asked Questions
Testimonials
Have a question or ready to schedule a consultation? Use the form below to get in touch. I look forward to learning more about your needs and discussing how I can help.
Whether you’re an individual looking for tax assistance or a small business in need of ongoing accounting support, I’m here to provide clear guidance and reliable service.