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Work With a Virtual Tax Advisor Who Gives You the Personalized, Hands-On Support You Deserve
I work with a select number of clients each year, so I can give each person the focused, strategic care they deserve. To make sure we're a great fit, please fill out the form below.
Let's Get Started
I’m Here to Help.
Finances and taxes don’t have to feel intimidating. I’ve spent years learning the ins and outs, so I can help you navigate them with confidence and support. It’s okay if you don’t know all the answers or what questions to even ask. Feel free to reach out via email, or simply fill out the form below, and I’ll contact you directly.
*Expect a response within 48 business hours
Frequently Asked Questions
No, I work with clients nationwide. All of my services are virtual, making it easy to collaborate through secure online portals, video calls, and digital systems. Whether you're in Los Angeles, New York, or anywhere in between, we can work together seamlessly.
I work best with growing small business owners in the six to seven-figure income range who want their finances to feel more supported, organized, and intentional.
All services start with a simple application so I can learn more about your business and goals. If it sounds like we’re a great fit, we'll schedule a kickoff call to dive deeper into your financial picture and create a plan to move forward.
It depends on availability. Because I only take a limited number of clients to maintain quality and responsiveness, new openings are usually limited each quarter. Once your application is accepted, onboarding typically begins within 2–3 weeks.
Think of tax preparation as a once-a-year task. Tax advisory is ongoing support — planning ahead with you, answering questions as they come up, and helping you feel confident about your decisions throughout the year. This includes quarterly calls, ongoing email support, and a tax plan built around your business.
I primarily support S-Corps and sole proprietors operating as service-based businesses.
That’s totally fine. I love focusing on tax strategy while partnering with other bookkeepers and tax preparers. If I’m managing your books and filing your returns, everything is integrated for even better results, but I can also collaborate with your current team.
