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Former CEO & CPA | Strategic Advisor to Business Owners Most advisors give advice. I've actually built and run businesses. I'm a CPA with 35 years of experience, former CEO of a 60-person accounting firm, entrepreneur, author, and strategic advisor. Throughout my career, I've helped business owners grow companies, raise capital, acquire businesses, improve profitability, reduce taxes, and create long-term wealth. I believe business owners need more than compliance. They need a trusted sounding board. My experience includes: ✔ Former CEO of a $6M accounting firm ✔ Author of Tax Credits Are Sexy ✔ Raised capital and completed multiple acquisitions ✔ Recovered $100M+ in Employee Retention Credits ✔ Delivered over $2M in annual savings for a $15M healthcare company ✔ 35 years serving healthcare, real estate, nonprofits, and growth companies Services I provide: • Strategic Advisory & CEO Support • Tax Planning and Tax Reduction Strategies • Fractional CFO and Controller Services • Business Acquisitions and Growth Planning • Leadership and Accountability • AI Implementation and Process Improvement • Financial Analysis and Profitability Reviews • Tax Credits and Incentive Strategies I work best with entrepreneurs and business owners who want more than just another accountant. My goal is to help clients grow their businesses, increase profitability, and create lives they don't need a vacation from. Send me a message and let's discuss your goals.

I am an IRS registered Tax Preparer (PTIN holder) with over 8 years of experience helping US businesses, entrepreneurs, and international owners stay compliant while minimizing their tax burden. My work focuses on LLCs, S Corporations, partnerships, and closely held businesses, providing practical tax solutions tailored to each client's situation. My services include: • Tax return preparation and filing for individuals and businesses • Form 1120, 1120-S, 1065, and 1040 filings • Multi-state tax compliance and nexus reviews • Electronic and paper filing services • Business formation, registration, and dissolution • EIN applications and IRS correspondence • State licensing and business registrations • Reseller certificates and withholding tax accounts • Ongoing tax planning and advisory support • Document review and compliance monitoring • Client communication and filing support throughout the process Whether you're starting a new business, managing an existing company, or closing an entity, I can help guide you through the tax and compliance requirements. I regularly assist clients with LLC formations in states such as Delaware, Wyoming, Texas, Florida, and California, as well as entity dissolutions and final tax filings. I also help business owners understand common tax and compliance questions, including: • How to obtain an EIN • EIN application and IRS requirements • Business registration and compliance obligations • LLC formation and maintenance requirements • State and federal tax filing responsibilities • Partnership and S Corporation reporting • Foreign owned LLC filing requirements • IRS notices and audit responses I enjoy helping business owners navigate tax matters with confidence. Tax regulations can be complex, but my goal is to make the process straightforward, efficient, and easy to understand. I stay current with federal and state tax law changes so my clients receive accurate guidance and timely support. If you're looking for a reliable tax professional who values clear communication, attention to detail, and practical solutions, I'd be happy to discuss your needs and see how I can help.

With 21 years of experience, I offer affordable income tax preparation. I specialize in personal US Federal Form 1040 and State tax returns, with or without self-employment income.

Messy books. Missed tax filings. Financial records that do not make sense. This is where I help. I am a Certified Public Accountant and Certified Fraud Examiner with more than 25 years of experience helping business owners clean up accounting records, resolve tax issues, and get their financial systems working the way they should. Many of my clients come to me when their books are behind, transactions have not been reconciled, or their accountant cannot prepare the tax return because the financials are unreliable. I step in, fix the underlying problems, and put a structure in place so the numbers stay accurate going forward. What I do best: - QuickBooks Online setup, cleanup, and ongoing maintenance - Catch-up bookkeeping and historical cleanup - Reconciliation of bank, credit card, and loan accounts - Year-end preparation so your tax preparer has clean, reliable financials - Back-tax bookkeeping and filings for prior years - Monthly bookkeeping with clear financial reporting I also work with businesses that operate across multiple states or have foreign ownership of U.S. entities and need guidance on proper tax and reporting compliance. Why clients hire me: - CPA and Certified Fraud Examiner - 25+ years of accounting and tax experience - I solve complicated financial problems quickly and clearly - Straightforward communication and practical guidance If your books are messy, your tax situation is unclear, or you simply want your financials to finally make sense, I can help you get organized and move forward with confidence. Let’s talk about your situation and create a clear plan.

I am a certified Enrolled Agent (EA) with over 9 years of experience preparing accurate and compliant tax returns for individuals and businesses across the U.S. My expertise includes federal and multi-state filings, complex tax situations, and delivering personalized advisory services that build trust and confidence. What I Offer: 1. Tax Preparation: Proficient in preparing 1040, 1120, 1120S, 1065, and 1040NR returns. 2. Advisory Support: Tailored tax strategies to minimize liabilities and support informed decisions. 3. Client-Centric Approach: Partnering with tax firms to enhance service quality and client satisfaction. 4. Up-to-Date Knowledge: Continuously learning to stay ahead of U.S. tax law changes. I am committed to providing accurate, value-driven solutions for your tax preparation and advisory needs. Let’s collaborate to streamline your tax processes and deliver exceptional results.

A seasoned tax professional, and former IRS Auditor familiar with International Taxation, IRS resolution, and tax advisory. My tax experience predominantly includes helping individuals who reside abroad and business owners operating overseas: expats/digital nomads working abroad, U.S. corporations with foreign subsidiaries, non-residents, foreign investors, as well as dealing with foreign corporations, foreign partnerships, and reporting foreign financial assets. Extensive experience with the preparation of the following personal and business U.S. tax filings for Individuals, LLC’s, Partnerships, S-Corporations, C-Corporations (generally charge a flat fee based on complexity): - Form 1040 U.S. Individual - Form 1040NR (Non-Resident) - Form 1065 Partnership/LLC - Form 1120 C-Corporations - Form 1120 S-Corporations Furthreomre, inclusion of various international tax reporting forms: - Form 2555 - Foreign Earned Income Exclusion - Form 1116 - Foreign Tax Credit - Form 5471 - Controlled Foreign Corporations - FBAR - Report of Foreign Bank and Financial Accounts (FBAR) - Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons Further experience includes: • Ensure clients are meeting tax compliance obligations pertaining to deadlines, tax payments, and return filing. • Communicate with current clients for requests for documentation, planning, responding to inquiries, and the and tax effects of certain transactions. • Develop International Tax Structures for clients to plan the most efficient tax structure and compliance summary for their business. • Assist clients with annual tax planning for tax reduction/avoidance or deferral. • Consult with potential clients regarding tax compliance and resolution. • Help in resolving past tax compliance issues, as well as recommend streamlined filing compliance procedures for those who qualify.