MY COMMITMENT TO YOUR SUCCESS
Whether you're an individual seeking personalized tax preparation or a small business aiming for accurate financial management, the process always involves staying informed and tackling various tax-related intricacies. This is where I come into play. With my support, expertise, and industry insights, I offer extensive experience in a wide array of industries and a keen understanding of the tax implications tied to specific sector trends. I can help you navigate the exposure you may face and identify opportunities to effectively reduce your tax burden. Together, we'll optimize your tax preparation experience, ensuring that your financial journey is on the right track towards success.
INDUSTRIES SERVICED
Healthcare & Medical Services
Doctors, Therapists, Dentists, Nurses
From deductions for continuing education and medical equipment to managing malpractice insurance costs, tax treatment in healthcare requires careful planning to maximize industry-specific benefits.
Military
Active Duty, Veterans, and Military Families
Military tax benefits include unique provisions like housing allowances, combat pay exclusions, and multi-state residency rules. Understanding these ensures optimal tax outcomes.
Real Estate & Property Management
Real Estate Agents, Short-Term & Long-Term Rental Owners
The tax implications of real estate investments vary significantly, from depreciation and passive loss rules for long-term rentals to self-employment taxes and occupancy thresholds for short-term rentals.
Hospitality, Retail & E-Commerce
Restaurant Owners, Amazon Retail Businesses
Inventory tracking, sales tax compliance, and cost-of-goods deductions are critical in these industries. Proper tax planning helps streamline obligations while improving profitability.
Beauty & Personal Care
Salon Owners
Maximizing deductions for services, supplies, and equipment is key to reducing tax liability while staying compliant with self-employment and payroll tax requirements.
Design & Architecture
Landscape Designers, Interior Designers, Architectural Firms
From project-based income and fluctuating cash flow to deductions for design software, travel, and material costs, tax planning in creative industries requires a strategic approach. Structuring expenses properly, managing contractor payments, and leveraging depreciation on equipment and tools can significantly impact tax efficiency.
Attorneys & Legal Professionals
Solo Practitioners, Law Firms, Legal Consultants
Law firms and solo practitioners have unique tax considerations, including pass-through taxation, professional liability insurance deductions, and income structuring to optimize tax efficiency. Managing estimated tax payments, business expenses, and retirement contributions is critical for financial stability.
Transportation & Gig Economy
Uber Drivers, Independent Contractors, and Gig Workers
Self-employment taxes, mileage deductions, and business expense tracking play a crucial role in reducing taxable income while maintaining compliance.
Clergy & Religious Organizations
Religious Leaders, Clergy Members, and Faith-Based Organizations
Housing allowances, excludable income provisions, and ministerial tax exemptions require specialized knowledge to ensure proper reporting and maximize benefits.
Expats & U.S. Citizens Abroad
U.S. Expats, Digital Nomads, Americans Living Overseas
Navigating U.S. tax obligations while living abroad involves complex considerations, including the Foreign Earned Income Exclusion (FEIE), Foreign Tax Credit (FTC), and FBAR & FATCA reporting requirements. Strategic tax planning helps reduce double taxation and ensures compliance with U.S. and foreign tax laws.
General Small Businesses
Various Industries
Every business has unique tax considerations, from structuring income and expenses to managing deductions and compliance. Tailored tax strategies help optimize financial outcomes.