I help individuals and families in a variety of situations maximize deductions, claim credits, and file accurately.

For seniors navigating Social Security taxation, required minimum distributions (RMDs), pension payouts, and investment income optimization.

For investors and property owners who need to navigate depreciation, passive loss rules, and maximize rental deductions.

For sole proprietorships, single-member LLCs, or freelancers. I can also help clean up your books prior to preparing your return if needed.