Comprehensive Tax Support

Services designed for clarity, confidence, and long-term planning.

I simplify complex tax decisions into a practical roadmap, with support for individuals, families, and business owners.

Primary Service Paths

Tax meeting with client and advisor

Filing + Planning

Tax Services

Complete filing, planning, and post-filing support for federal and California returns.

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Individual client reviewing documents

Personalized Support

Individual Services

Personalized filing and planning for W-2, 1099, investment, and retirement tax scenarios.

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Business team discussing finance strategy

Business Strategy

Business Services

Entity-focused compliance, estimated payment planning, and strategic support for growth.

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What To Expect

1. Initial Review

I assess filings, goals, and required documentation.

2. Strategy Plan

You receive a clear path tailored to your tax profile.

3. Ongoing Support

I stay engaged through filing, notices, and year-round updates.