Tax Preparation and fee-only financial planning for individuals and small business owners who want clarity and thoughtful guidance.
Explore Services
Tax Preparation and Planning
Accurate tax preparation paired with forward-looking planning. Every recommendation is based on real projections, not guesswork, so today’s return supports tomorrow’s goals.
Financial Coaching and Planning
Thoughtful financial guidance that meets you where you are and evolves as your life and work change. From foundational education to comprehensive planning, the focus is clarity, confidence, and long-term stability.
Hourly Advisory & Project-Based Support
Flexible, on-demand support for specific financial questions or short-term projects. Ideal when you need focused guidance, clarity on a decision, or help moving something forward without a long-term engagement.
Built for individuals and businesses
Looking for clarity, not constant monitoring
Who value education and understanding their own finances
Are navigating complexity, multiple income streams, equity compensation, benefits, or business ownership
