Services

Individual Tax Services

W-2s, Investment Income (Schedule D), Rental Income, Deductions, State/Multi-state filing. 

Business Tax Services

Sole Proprietorship (Schedule C), LLCs, Corporations, Quarterly estimated tax payments. 

1099-K Compliance, Schedule C Optimization, Gig Worker Deductions. 

Digital Asset Reporting, Form 8949, Cost Basis Calculation. 

E-Filing & Audit Support

Secure electronic filing (e-filing), Audit protection/support services.

Business IT & Systems Advisory

Many small and mid-sized businesses have IT systems that appear to work—but underneath may have hidden risks, inefficiencies, or gaps that can lead to downtime, security issues, or unnecessary costs. With over 20 years of experience in IT infrastructure and operations, I help businesses identify and resolve these issues before they become costly problems.

What I Help With

• Identifying potential security risks and system vulnerabilities

• Reviewing backups, data protection, and disaster recovery readiness

• Evaluating system performance and reliability

• Streamlining business workflows and reducing inefficiencies

• Providing guidance on software, cloud services, and IT vendors

• Supporting technology decisions with a business-focused approach

How This Works

I provide practical, straightforward guidance without unnecessary complexity or long-term commitments.

This may include:

• A one-time review and recommendations

• Ongoing advisory support as needed

• Assistance with specific projects or system improvements

Who This Is For

• Small to mid-sized businesses

• Business owners unsure if their systems are set up properly

• Organizations experiencing recurring IT issues or inefficiencies

• Companies that need experienced IT guidance without hiring full-time staff

Get Started

If you have questions about your current systems or want a second opinion, feel free to reach out. I’m happy to take a look and share practical insights.