Work With Me
Work With Me
Let’s keep this simple. You don’t need to figure everything out before we talk. This page is just here to give you a clear picture of how I work, and what working together could look like.
A clear picture of how I work
You don’t need to figure everything out before we talk.
This page is just here to give you a clear picture of how I work, and what working together could look like.
Everything starts with a conversation
We’ll talk through what’s going on, what you need help with, and what level of support makes sense.
From there, I’ll guide you into the right fit.
Tax Preparation
For clients who need their return prepared and filed correctly.
Memberships (Ongoing Support)
For clients who want year-round support, planning, and guidance.
Starting at $79/month
Financial Partnerships
For business owners needing consistent financial involvement and monthly guidance.
Typically $1,000 to $3,000/month
Church Financial Guidance
For churches needing structure, clarity, and ongoing financial support.
Typically $750 to $2,000/month
Everything is tailored to your situation
If you decide to move forward, everything is tailored to your situation.
You’re not fitting into a box, we build the right level of support from there.
Steady, thoughtful support
This is designed to be steady, thoughtful support, not quick, reactive responses.
The goal is clarity and direction, not urgency.
“He’d Been an S-Corp for Two Years and Was Still Doing It Wrong”
The Situation
A client came to me after leaving his previous CPA firm. He’d elected S-Corp status two years prior on someone’s recommendation, was paying himself a salary, and assumed everything was fine. When I reviewed his returns, two things jumped out immediately: his reasonable salary was set significantly below what the IRS would consider defensible for his role and revenue level, and he’d never run a proper year-end review to make sure his distributions and salary split was actually optimized.
What Changed
We rebuilt his compensation structure with a defensible reasonable salary — higher than he was paying himself, but structured correctly. We also identified that he’d been leaving retirement contribution deductions on the table completely. We set up a Solo 401(k) contribution before year-end that reduced his taxable income meaningfully. Going forward, we do a mid-year check-in every summer to make sure his estimated payments reflect reality and nothing has changed that affects the strategy.
The Outcome
First year working together: net tax savings after accounting for the salary adjustment and retirement contribution exceeded $11,000. He also now has a structure he can defend if ever questioned. ‘I didn’t know what I didn’t know’ — that’s the phrase I hear most often from business owners who’ve been operating without real advisory support. It’s not a criticism. It’s just the reality of running a business without a financial partner.