Services
I provide comprehensive tax preparation services to ensure your tax returns are accurate, timely, and reduce your tax liability while maximizing your potential refunds.
Tax Preparation
I go beyond filing your taxes. I work with you year-round to develop personalized strategies that minimize your tax liabilities and align with your financial goals.
Tax Strategy
Starting a business can be daunting. I guide you in choosing the right business structure and setting up your corporation to ensure all legal and tax requirements are met.
Corporation Advising & Formation
I advise on accounting methods (cash, accrual, or hybrid) based on your business financing goals. I also provide ongoing bookkeeping services, ensuring your financial records are accurate, organized, and up to date. I will analyze the financial statements to ensure your business remains on a solid financial footing.
Bookkeeping & Monthly Financials
I provide guidance on financial decisions throughout all stages of your business, identify and mitigate financial risks to protect and grow your business, enhance current business operations, and develop strategies for eventual business exits and transfers to maximize value and ensure smooth wealth transitions from business to family members in a tax-efficient approach.