NEARLY 20 YEARS WITH PRIVATELY HELD BUSINESSES
Tax guidance for your business—and the people behind it.
Practical tax preparation and guidance for privately held and family-owned businesses of all sizes, including clients in real estate and healthcare, as well as individuals.
Nearly 20 Years
Experience supporting privately held and family-owned businesses.
Large & Small
A perspective shaped by businesses at many stages.
Business + Individual
Coordinated support for business and personal tax needs.
SERVICES & PRICING
Tax support shaped around your needs
Clear, responsive service for privately held businesses, family-owned companies, and individuals.
Individual Tax Returns
Professional preparation for personal tax returns, with the scope and fee clearly established before work begins.
Privately Held & Family-Owned Businesses
Tax preparation and guidance that reflects the realities of closely held companies, their owners, and their long-term goals.
Business Tax Services
Thoughtful support for businesses of different sizes and structures, including clients in real estate, healthcare, and other industries.
Clear Pricing, Agreed in Advance
Your return is priced as a single fixed fee based on the time and complexity I expect it to require. You will know the fee before work begins—there is no hourly billing and no surprise invoice.
Individual returns from $200 · Business returns from $1,000
Starting prices apply to qualifying engagements; final pricing is confirmed after an initial review.
A STRAIGHTFORWARD WAY TO GET STARTED
STEP 1
Request a consultation
Share a little about your tax needs and how best to reach you.
STEP 2
Discuss your needs
We will talk through your situation, priorities, and filing requirements.
STEP 3
Receive a clear scope and fee
Know what the engagement includes and what it will cost before work begins.
STEP 4
Move forward with confidence
Once the scope is confirmed, we will begin with clear expectations and next steps.
Let’s discuss your tax needs.
Whether you need support for a privately held business, an individual return, or both, the first step is a conversation.
Please do not include Social Security numbers, tax documents, or other sensitive information in this form.