CPA-LED TAX SERVICES
Stop guessing what
you owe -
start planning what
you keep.
Strategic tax preparation & proactive planning for small business owners
If your business is profitable but tax season feels reactive, expensive, or unclear - that's a planning problem, not a tax problem.
✓ Accurate business tax returns (1120-S, 1120, 1065)
✓ Clear, year-round tax strategy – not just April surprises
✓ No surprises in April – proactive planning all year
✓ Clean books that actually support your tax goals
Most clients start with a short call to review their current structure, prior returns, and whether there are missed planning opportunities.
Schedule Your Tax Strategy Call
15 minutes to discuss your current situation and planning opportunities
Business Tax Preparation
Accurate, compliant returns for your business structure – whether you're an LLC, S-Corp, C-Corp, or Partnership.
Form 1120-S (S-Corporation returns)
Form 1120 (C-Corporation returns)
Form 1065 (Partnership returns)
Multi-state tax considerations
Owner tax planning coordination
WHAT I OFFER
Tax Preparation & Strategic Planning
Built for small business owners who want their finances handled right -
with clean books that support smart tax strategy.
Proactive Tax Strategy
Year-round planning to minimize tax liability and maximize what you keep – not just reactive compliance.
Quarterly estimated payment planning
Reasonable compensation analysis
Entity structure optimization
Deduction identification & planning
Prior-year cleanup if needed
Bookkeeping for Tax Clarity
Clean, organized books that make tax preparation easier and strategy more effective – not just data entry.
Monthly bank reconciliation
Accurate transaction categorization
Financial statements (P&L, Balance Sheet)
Sales tax tracking & reporting
Clean setup in QuickBooks Online
The Tax + Bookkeeping Connection
Great tax strategy starts with accurate books. When your bookkeeping and tax prep are aligned, you get clearer planning, better deductions, and no surprises. Clean books make everything else work better - from quarterly estimates to entity optimization.
Built for small business owners who want their finances handled right
I'm a CPA with experience supporting small businesses across multiple markets, including Chicago and Houston. My focus is simple: accurate books, clean payroll, and clarity around where your business actually stands to implement your tax strategy.
Expertise for Growing Businesses
I provide preparation and planning for LLCs, S-Corps, C-Corps, and Partnerships – including entity structure reviews, reasonable compensation analysis, multi-state considerations, and prior-year cleanup when needed.
✓ LLCs (single & multi-member
✓ C-Corproations
✓ Contractor businesses
✓ S-Corporations
✓ Partnerships
✓ Service-based companies