Accounting Services
Outsourced Accounting
Managing your finances doesn’t have to be overwhelming. I provide clear, accurate accounting support tailored to individuals and small business owners. From tracking income and expenses to preparing financial statements, I help you stay organized, audit-ready, and in full control of your money all year round
Compilations
Monthly bookkeeping & expense tracking
Financial statement preparation
Bank reconciliation
Payroll processing support
Year-end financial summaries.
Tax Services
Individual Tax Services
Tax season doesn’t have to be stressful. I help individuals and self-employed professionals navigate the US tax system with confidence. Whether you need help filing your return, understanding your deductions, or planning ahead to minimize what you owe — I’ve got you covered with practical, straightforward tax guidance.
What’s included:
Individual income tax preparation (Federal & State)
IRA contribution & deduction planning
MAGI calculation & Roth IRA eligibility review
Self-employed & freelancer tax filing
Tax-saving strategy consultations
Financial Advisory
Mergers & Acquisitions
Building wealth starts with a solid plan. I offer personalized financial advisory services to help you grow your savings, invest wisely, and prepare for a secure retirement. Whether you’re just starting with your first IRA or planning for early retirement, I’ll guide you with honest, jargon-free advice that actually works for your life.
what’s Included
IRA & Roth IRA setup guidance
Retirement savings planning
Investment portfolio review
Budgeting & debt reduction strategies
Long-term wealth building roadmap.