working with vmcpa
TARGETED CONSULTING
Answers and guidance when you need it
Not every tax question requires an ongoing engagement. Perhaps you are:
- gearing up to make an offer to purchase your next business venture
- planning to pass down your manufacturing firm to the next generation
- getting ready to cash out out of your dental practice and go sit on a beach
- going into a consulting partnership with your buddy
- starting your private therapy practice
- deciding whether an S Corporation makes sense for your catering business
- worried about an IRS letter you received for your tax return
- needing advice on your company's operating agreement
- bringing on a new investor to help you expand
- wanting to clarify how Washington state taxes impact you
- offering benefits to your employees
- selling the rental property you inherited
- dissolving a business (or a marriage)
- wondering how a new tax law changes your strategy
- preparing your own tax return and just need some questions answered
These are just a few examples, of course! Please fill out the contact form so we can discuss your specifics.
ONGOING TAX ADVISING
Thoughtful advice from someone who gets to know you over time
Taxes don't happen once a year. Hiring an employee, buying equipment, changing your business structure, wondering if you should do a Roth conversation, are all decisions that are easier (and often less expensive) when handled ahead of time.
Some clients meet with me monthly or quarterly. Others reach out only when something comes up. Either way, you'll have an experienced advisor who knows your business and is available when you need thoughtful guidance.
Please contact me to discuss ongoing tax advising.
TEACHING / PRESENTING
Tax & accounting expertise for your event
Please get in touch if you need a tax, accounting, or business speaker for you next panel, podcast, classroom or industry event. I have experience teaching both lay-folks and accounts, and would love to share my knowledge with your audience.
ADVANCED ADVICE FOR THE PROS
For fellow tax professionals that need a boost
• Mentorship
• Tax research assistance
• Special projects