How I Help

I consume the latest tax laws, tax strategies, tax-saving vehicles, IRS data, and IRS programs, all to ensure you get the maximum possible legal tax benefit based on your business, your goals, and your priorities. I don’t believe in “one size fits all.” I believe that one size fits you, and you alone.


Starting at $350 / month + software fees

Your books up-to-date, business advisory all year long, all for a simple monthly fee

Unlike other accountants, I don’t bill you by the hour. I do your monthly bookkeeping monthly which includes access to me all year long. If you have a question, I’m there for you; not just during tax time. Various questions I help my Monthly Tax Concierge clients with are:

  • How much can I defer my taxes with retirement planning?
  • Can I sell my property without paying taxes?
  • What’s more tax advantageous for my business: buying or leasing my car?
  • Should I buy my own building, or should my company continue renting?
  • One of my employees is acting squirrelly. What are the labor laws in my state that I should be aware of?
  • I would like to sell my business, what do I need to do to get ready?


Starting at $1488

For people who’s company records are in disarray

Let’s be honest: you hate accounting and have put this off all year and now need help cleaning up your business records. My Taxed Right Tune-Up helps you get back on track. I’ll clean up your books, evaluate the system you set up, and advise you on the best methods moving forward.  Remember, not only do I have a CPA license, but I also have a Bachelor’s in Computer Science. I can help you move your company’s records to the cloud and become more tech-savvy.


IRS Issues, Cloud Accounting, and more

  • Maybe you didn’t file your taxes for the last 5 years and need someone to help you get back on track.
  • Maybe you want to move your company from the stone-age of Quickbooks Desktop, and move to Cloud Accounting like Xero or QB Online.
  • Maybe your old accountant screwed up your taxes and you’re under IRS Audit and need damage control.

We’ve helped people with these issues and can help your company, too.