Our Areas of Expertise

Expert Guidance for Retirees: I specialize in retirement income, pensions, and annuities

Strategic Tax Planning: I focus on tax-efficient retirement income strategies including contribution and distribution planning with a tax-focused approach

Expert Guidance for Small Businesses: Proprietorships, S-corps, Partnerships receive accurate, compliant tax returns tailored to the unique needs of small businesses. 

Strategic Tax Planning: I help small business owners minimize tax liability and make informed financial decisions with proactive, practical tax strategies. 

Expert Guidance for Landlords: As a landlord myself, I understand the unique challenges of rental property ownership and specialize in preparing accurate, compliant tax returns for rental income. 

Strategic Tax Planning: I provide tax-focused planning to help property owners maximize deductions, manage cash flow, and make informed decisions for long-term investment success. 

Expert Guidance for Farmers and Ranchers: Drawing on my practical expertise, I specialize in preparing accurate, compliant tax returns for farms and ranches, understanding the unique financial and operational challenges of agricultural life. 

Strategic Tax Planning:I help owners implement tax-focused strategies, maximize deductions, and plan for long-term financial sustainability in the agricultural sector. 

Expert Guidance for Pastors and Clergy: I specialize in preparing tax returns for clergy, with a deep understanding of housing allowances, ministerial income, and unique IRS requirements. 

Strategic Tax Planning: I provide clergy-focused, tax-efficient strategies and guidance to help ministers optimize their income, maximize benefits, and navigate the complexities of clergy taxation. 

Multi-State Expertise: With years of experience filing multiple states, I’m well-versed in the nuances of preparing tax returns across state lines. 

Strategic Tax Planning: I help clients navigate complex multi-state tax rules, ensuring accurate filings and maximizing potential tax benefits. 

Estate and Trust Expertise: Drawing on my practical expertise, I specialize in preparing accurate, compliant tax returns for estates and trusts, understanding the unique role and challenges of trustees and personal representatives. 

Strategic Tax Planning: I offer clear and practical guidance for Trustees and Personal Representatives, helping them minimize both administrative burden and tax obligations 

Foreign Income Tax Expertise: I prepare accurate, compliant tax returns involving foreign income, ensuring proper reporting under U.S. tax laws and international disclosure requirements. 

Strategic International Tax Guidance: I provide thoughtful, tax-focused advice to help clients understand the implications of foreign income, manage compliance obligations, and reduce overall tax exposure where possible.