Reliable Accounting, Business, and Financial Planning Services for Individuals & Small Businesses
Taxes, Accounting, Payroll, Business Planning, Marketing Support, and Personal Financial Planning — Delivered as Clear and Simple Solution.
About – Trusted Accountant & Financial Advisor
Professional accountant and financial consultant who is helping individuals and small businesses stay organized, financially confident, and fully compliant. Bachelor’s degree in Business and Finance from the University of Michigan and an Associate degree in Accounting. Practicing accounting since 2020. An IRS-authorized e-file tax preparer and an Intuit QuickBooks–certified professional.
Personalized approach ensures clients save time, reduce stress, and receive expert guidance tailored to their unique business and personal financial goals.
Individual Tax Services
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Preparation and filing of Individual Income Tax Returns (Form 1040)
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Strategic tax planning to maximize deductions and credits
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Support for self-employed individuals and gig-economy income
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Guidance on life events impacting taxes (marriage, dependents, investments, retirement)
- IRS compliance and audit-ready accuracy for peace of mind
Business Tax Services
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Preparation and filing of Partnership (1065), C-Corporation (1120), and S-Corporation (1120-S) returns
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Proactive tax planning to reduce business tax liability
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Entity-specific strategies aligned with your business goals
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Accurate reporting of income, expenses, payroll, and deductions
- Ongoing compliance support to keep your business in good standing
Services for Small Businesses
Services for Small Businesses
I offer comprehensive business solutions to help entrepreneurs launch, grow, and maintain successful businesses:
Business Planning & Strategy
- Business plan development
- Marketing plan creation to reach your target audience
- Branding support including website, SEO, and social media strategy
Accounting & Bookkeeping
- Establishing a new accounting system for startups and small businesses
- Bookkeeping & financial management
- Accounts receivable and payable management
- Bank and credit card reconciliations
Payroll & Tax Services
- Payroll processing and compliance
- Individual and business tax preparation and IRS e-file
I ensure that your business operations are smooth, compliant, and positioned for growth.
Personal financial planning for individuals and families, including retirement and investment planning:
Family Financial Planning
- Comprehensive family budgeting and savings strategies
- Retirement planning for spouses and children
- Investment planning to grow and protect family wealth
Individual Financial Planning
- Personal budgeting and cash flow management
- Retirement and investment planning
- Tax-efficient strategies to maximize long-term financial goals
With my guidance, clients gain clarity, confidence, and actionable steps to secure their financial future.
Trusted & Experienced Professional
- IRS-authorized e-file tax preparer
- Intuit QuickBooks–certified expert
- Practicing accounting and financial planning since 2019
Client-Focused Approach
- Clear communication and fast turnaround
- Personalized, one-on-one service
- Free initial consultation
I help clients simplify complex financial and business decisions so they can focus on what matters most.
- Individuals and Business owned Taxpayers
- Small business owners and startups
- Entrepreneurs looking to grow or rebrand their business
- Families seeking financial security and planning
- Individuals seeking investment and retirement guidance
Whether launching a new business, improving your finances, or planning for the future, I'm providing tailored solutions to help you succeed.
Ready to Simplify Your Finances & Grow Your Business?
Schedule a free consultation today and get expert
accounting, business planning, and personal financial guidance you can trust.
