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.
AREAS OF FOCUS
Individuals & Self-Employed
Individuals and small business owners
Tax situations for individuals can look very different depending on how income is earned and whether there are dependents or other deductions involved. These tax returns often include W-2 income, investment income, small business income and expenses, filing status considerations, and estimated tax payments. I help ensure income is reported correctly while identifying deductions and credits that apply to each client’s specific circumstances.
Real Estate & Property Management
Real Estate Professionals, 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. In certain cases, taxpayers who materially participate in real estate activities may qualify for different treatment under the real estate professional rules.
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.
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.
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.
Retirees
Individuals receiving retirement and investment income
Tax situations in retirement often change as income shifts from wages to sources such as Social Security, pensions, retirement accounts, and investment income. These tax returns may involve determining how much retirement income is taxable, managing required minimum distributions (RMDs), and properly reporting distributions from different types of retirement accounts, including those that may be tax-free, such as Roth IRAs. I help ensure retirement income is reported correctly while identifying tax-efficient strategies based on each client’s overall financial situation.
Business Returns
Single-Member LLCs (SMLLC), S Corporations, & Partnerships
Business tax filings can vary depending on how an entity is structured and how it operates. These tax returns often involve reporting income and expenses, payroll or contractor issues, tracking owner basis and distributions, and ongoing tax planning for owners and partners. I prepare and advise on business tax returns for entities that file a separate return, including single-member LLCs, S corporations, and partnerships, while helping ensure compliance with tax laws and long-term tax efficiency.