I take on a small roster of businesses, operators, high net worth individuals, and the attorneys who refer them. Clean books, timely filings, and planning that happens before year-end, not after. You work with me from start to finish, with no handoffs in between.
The foundation. Clean books, timely filings, and proactive compliance, not a year-end scramble. Tax planning and preparation for businesses, S-corps, partnerships, and individuals.
Entity structuring, tax strategy, equity comp, and the questions that cost money if you miss them. Decisions backed by real numbers.
Cash flow forecasting, KPI dashboards, and board-ready reporting, without a full-time hire.
Fraud examinations, internal investigations, expert witness engagements, economic damages calculations, and fund tracing. Work attorneys bring me when they need an accountant who can explain what happened clearly.
Independent valuations for buy/sell transactions, gift and estate planning, and litigation support, prepared as a NACVA Certified Valuation Analyst (CVA). Pairs with the forensic work above when a dispute needs both the number and the story behind it.
I limit the number of clients and engagements I take on each year. That way, every client gets my full attention, from kickoff through delivery, with no handoffs in between.
I do the work, review the work, and sign the work. Start to finish, you're working with me.
I use current technology, including AI, to do better work, faster. The judgment is still mine.
Flat fees where the scope is clear. Hourly where it isn't. Discussed upfront.
Same-day responses. Status updates without having to ask.
Most work is quoted as a flat fee, so you know the number before we start. See the full breakdown by return type, monthly retainer, and hourly advisory rates.
Send a short note about what you're working on and I'll follow up within one business day. I take on a limited number of new engagements each year, so the earlier the conversation starts, the better.