My work is grounded in four decades of experience serving diverse clients across all fifty states—from family offices and established firms to startups that scaled to nine figures. Today, that depth is available in a single, focused relationship with me.
Strategic preparation and filing for individuals, sole proprietors, LLCs, corporations, and partnerships—engineered to maximize deductions and ensure perfect compliance.
Entity selection consultation, optimized salary-to-distribution splits, payroll design, and quarterly planning that legally minimizes self-employment taxes for business owners.
Niche expertise in Hawaii real estate withholding law. Flat-fee service obtaining withholding exemptions or reductions (Form N-288C) for out-of-state sellers.
Direct representation for audits, official penalty abatement petitions, resolution of state and federal back taxes, and negotiation of payment terms or levies.
Filing across all fifty states for individuals who moved, hold multi-state investment property, or businesses operating across state lines.
Preparation and management of IRS Form 990, state tax-exempt filings, and consulting on compliance, public charity classifications, and records retention.
Independent verification of financial records and internal controls.
Entity structuring, cash flow analysis, and operational advice.
Executive-level planning for growing companies.
Advisory and system setup for payroll schedules and compliance.
I review every inquiry personally and respond directly, usually within twenty-four hours. Approved consultations receive a calendar link.
Argyle, Texas
Nationwide