I specialize in working with small to medium-sized businesses across various industries, including service providers, e-commerce, and real estate investors. Whether you’re just starting out or looking to optimize your existing operations, I’m here to help.

To get started with bookkeeping, you’ll need to provide your most recent financial statements, bank and credit card statements, records of all business expenses and income, receipts, invoices, and a list of outstanding accounts receivable and payable. Access to your accounting software is also helpful.

Yes, I provide one-time tax preparation services for businesses and individuals. I ensure that your returns are filed accurately and on time, maximizing deductions and minimizing tax liabilities.

Deducting your inventory immediately upon purchase is more of a gray area that you can learn more about here.

An S Corp offers tax advantages by allowing income to pass through to shareholders, avoiding double taxation, making it a good option for small to medium-sized businesses. A C Corp is ideal for larger businesses planning to reinvest profits and potentially raise capital through stock sales, though it comes with more regulations and possible double taxation.

I offer two annual membership packages that provide ongoing support for your business finances. These packages include comprehensive tax planning, regular financial reviews, and continuous guidance throughout the year, ensuring your business stays on track.

I guide you through every step of setting up your business, from selecting the right business structure (e.g., LLC, Sole Proprietorship, S Corp, C Corp) to handling all legal and administrative requirements. My goal is to help you establish a solid foundation for success.

Choosing the right tax classification depends on your business goals, structure, and financial situation. I help you understand the implications of each option—Sole Proprietorship, Partnership, S Corp, C Corp—and guide you toward the best choice for your business.

If you have any questions or concerns about your taxes or business finances, don’t hesitate to reach out. I’m here to provide personalized guidance and help you navigate any challenges you may face.

I offer clear, competitive pricing with no hidden fees. Whether you’re looking for one-time support or ongoing services, my pricing is designed to fit your needs and budget while delivering top-quality service.

Once your tax returns are prepared, I’ll provide them for your review. If you choose to e-file, I’ll handle the submission on your behalf. If not, you’ll be responsible for filing with the appropriate tax authorities. My engagement concludes with the delivery of your completed returns, but I’m always available for follow-up questions.