WHO THIS IS FOR (AND WHO IT’S NOT)

This Is Not for Everyone. That’s Intentional.

Tax advisory works best when there’s a good fit on both sides. This page is here to help you decide whether this approach makes sense for you before reaching out.

This Is a Good Fit If You:

  • Own a business or have multiple or complex income sources

  • Regularly owe significant taxes and want to be more intentional

  • Are open to planning ahead rather than reacting after the fact

  • Want to understand your options and tradeoffs

  • Prefer straightforward, calm conversations

  • Value long-term thinking over quick fixes

You don’t need to know exactly what you need yet.
You do need to care about making better decisions going forward.

This Is Probably Not a Good Fit If You:

  • Only want basic tax preparation

  • Are looking for the lowest-cost option

  • Want last-minute fixes late in the year

  • Prefer someone to “just handle it” without discussion

  • Expect guarantees instead of thoughtful planning

There’s nothing wrong with those preferences.
You just require a different type of service.

A Note About Tax Preparation

Tax preparation services are offered selectively and primarily for advisory clients. This helps ensure that planning and execution stay aligned and that advisory work remains proactive.

If you’re seeking standalone tax preparation only, this may not be the right fit.

Next Step

If you’ve read this page and feel comfortable with how I work, the next step is a short intake form.

I review each request personally and follow up if advisory looks like a good fit.

Start Here