Our Services

Tailored Financial Solutions for Your Needs

Whether you’re navigating a business transaction, launching a new venture, managing an estate, or planning for retirement, my services are designed to fit your unique goals. Choose the approach that works best for you:

  • À La Carte Services: Select specific services tailored to your immediate needs: accounting, tax preparation, business consulting, and or wealth management. Pricing is customized based on the scope of work, starting at $300 for individual Form 1040’s and other specialized tasks.

  • Full-Service… ‘Personal CFO’: Enjoy comprehensive support with a convenient monthly fee. This all-inclusive package covers accounting, tax compliance, financial planning, business advisory, and ongoing guidance, ensuring all your financial needs are met with precision and care.

As your trusted advisor, I provide clarity and confidence, helping you chart your financial path. Contact me to discuss your needs and find the perfect solution.

Accounting

Accounting: The Language of Your Business

What story is your business telling?

As a business owner, informed decisions rely on accurate, up-to-date financial information. Ensure your records are precise and timely with our expert accounting services.

Fee based on volume

Tax

Navigate Taxes with Confidence

Taxes can feel overwhelming, but they don’t have to be. Our goal is to minimize your tax liability while ensuring full compliance with all laws and regulations, keeping your future financial security in focus.

With my background as a former Special Agent with IRS Criminal Investigation, I prioritize precision and accuracy in every detail.

Transparent Pricing, Tailored to You

  • Individuals start $300 / Business $400

  • Fixed-price engagements, customized on a case-by-case basis

  • No hidden fees or hourly rates

  • Unlimited support—call us anytime with questions

I provide value you can trust.

Advisory

Life’s Big Moments, Guided by Expertise

Whether you’re buying or selling a business, launching a new venture, running your business, managing an estate as an executor, handling an inheritance, or planning for retirement, you don’t have to navigate these milestones alone.

As your trusted advisor, I tailor my approach to fit your unique needs. In a world overflowing with information and opinions, I help you cut through the noise to define your goals and chart a clear path forward.

Let’s work together to set your course, outline the steps, and take action with confidence.

Contact us

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