Whether you're launching a business, managing your practice, or preparing for tax season, I offer practical and personalized financial solutions that support growth, compliance, and peace of mind.
Federal and California tax return preparation (other states if applicable)
Self-employment, stock options, crypto, and rental income reporting
Tax-saving opportunities for high-income earners
Sole Proprietorships (Schedule C), LLCs, S Corporations, and Partnerships
Annual tax return filing and quarterly estimated tax planning
Guidance on entity selection and restructuring for tax efficiency
Help with S-Corp election (Form 2553)
Advice tailored to California professionals (e.g., therapists forming a Professional Corporation)
✅ Ideal for: New entrepreneurs, professionals forming solo practices, or growing businesses making an S-Corp election
Schedule a Free Consultation – Tell me about your needs and goals
Customized Service Proposal – Clear pricing and scope of work
Ongoing Support – As-needed or regular engagement, always personalized