SERVICES
TARGETED CONSULTING
Answers and guidance when you need it
Not every tax question requires an ongoing engagement.
Maybe you are:
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buying or selling a business
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receiving equity as part of a business deal
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unwinding some bad tax advice
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wondering if it's time for an S Corporation
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bringing on a new partner or investor
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clarifying the terms of your operating agreement
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wondering if ChatGPT's answers are really true
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navigating Washington's unique state and local taxes
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dealing with an IRS notice
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adding benefits for your employees
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managing a rental property
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working through the tax side of a divorce
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rethinking your strategy after a tax law change
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DIYing your tax return and need an expert gut-check
Contact me 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 conversion, 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 you and your business, and is available when you need thoughtful guidance.
Contact me to discuss ongoing tax advising
ADVANCED ADVICE FOR THE PROS
For fellow tax professionals that need a boost
• Mentorship
• Tax research assistance
• Special projects
Contact me to chat about specifics