Taxes done right- Strategy First Approach
I help individuals and small businesses make smart tax decisions and file with confidence. My focus is tax preparation and tax planning—with on-demand tax consulting available when you need a seasoned CPA in your corner. I offer limited bookkeeping for select clients to keep the numbers tight year-round.
Tax Preparation
Accurate returns, explained in plain English. I prepare and e-file:
And I prepare and file the corresponding state tax returns as required.
What you can expect:
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A clear document request and secure upload link
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Proactive questions to uncover deductions and elections
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E-file, confirmations, and post-filing support
- Digital (PDF) Copy of your tax returns and payment instructions
Tax Planning
Lower your tax bill and manage your cashflow with a plan—not a guess. I help you model scenarios before you act. Sometimes consutling is all that is needed and sometimes a tax projection is necessary to answer those tough tax questions:
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Life events: marriage/divorce, new baby, home purchase/sale
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Business changes: starting up, hiring, S-Corp vs. LLC decisions
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Real estate: rentals, cost segregation, 1031 considerations
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Equity & investments: RSUs/ISOs, capital gains and loss harvesting
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Retirement: SEP/solo-401(k) timing, Roth conversions, QBI
Tax Consulting (Hire a CPA by the hour)
Need a second opinion or a one-off deep dive? Book me for focused consulting on:
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Entity structure and compensation strategy
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Multi-state or California-specific issues
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IRS/FTB notices and correspondence review
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Year-end moves and “should I…?” decisions
You’ll leave with clear guidance and next steps. 30- and 60-minute sessions available.
Bookkeeping (limited availability)
Bookkeeping isn’t my main business, but I do offer it for a limited number of ongoing tax clients who want everything under one roof.
What I can take on (capacity-dependent):
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Monthly categorization and reconciliations in QuickBooks Online
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Month-end close checklist and simple KPIs
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1099 vendor prep and year-end support
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Cleanup projects to get books tax-ready
- Payroll managment (Gusto or Quickbooks Payroll)
If you’re primarily seeking bookkeeping, I’m happy to refer you to a trusted specialist.
