My services

Running a business is demanding enough without keeping books current, managing payroll, staying on top of taxes, and planning for the future all at once.

 

I work with established operating businesses — typically $500K–$5M in revenue — and individuals with complex tax situations who want more than a once-a-year preparer. Using QuickBooks and Kick, your financials stay accurate and up to date, so you spend less time on the headache and more time on what you do best.

Tax Preparation

Returns for individuals and businesses of all types — Form 1040, 1065, 1120-S, and 1120. Every return gets a thorough, strategic review, not just data entry. My focus: finding planning opportunities in your return, not just filing it.

Outsourced Accounting & Monthly Financials

I run the day-to-day accounting for your business, so you always have current financial statements and real insight into where you stand — no year-end scramble. You get a strategic advisor who helps you act on the numbers, not just record them.

Payroll

Full payroll management — withholdings, deadlines, and compliance handled — so you can focus on running your business.

Tax & Financial Planning

Beyond the return, I help you plan ahead. As a CPA, CFP®, and CTFA, I look at your full financial picture — tax strategy, financial goals, and long-term planning — and help you make decisions that pay off over time.

How it works: 

  1. Book a free consultation. Pick a time that works for you. We’ll talk through your situation — no obligation, no sales pitch.

  2. Get a clear, fixed-fee proposal. You’ll know exactly what I’ll do and what it costs before you commit. No surprise bills.

  3. Onboard and relax. I handle the transition from your current setup — prior returns, books, payroll — and you get a CPA who knows your full picture year-round.

Contacts

We look forward to helping you. Please contact us with the information below and we will get back to you as soon as possible. 

+1 (706) 587 9803

2422 Lancaster Drive, Columbus, GA 31904