Whether you're building a business, managing generational wealth, or navigating retirement, I provide tailored tax guidance designed for your unique goals. Explore how I support the following client groups:

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    Educators

    I guide educators and academic professionals through major transitions—whether it’s planning for retirement, managing inherited assets, or adjusting to a life event like divorce or relocation. With deep respect for your work and financial goals, I provide clear, proactive tax planning to protect your legacy and support confident decision-making.

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    Small Business Owners & Independent Professionals

    As a business owner, you juggle operations, strategy, and growth—but tax compliance and planning shouldn't be an afterthought. I help entrepreneurs, consultants, and self-employed professionals proactively reduce taxable income, optimize compensation, and meet filing requirements with confidence. From S-Corp strategy to quarterly tax estimates and deduction planning, I ensure your tax position supports your business success.

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    Executors and Families Navigating Final Returns

    Losing a loved one is difficult—filing their final tax return shouldn’t make it harder. I provide compassionate, technically sound support for estate-related tax matters, including final 1040s, Form 1041 fiduciary returns, and estate tax planning. Whether you're acting as an executor or a beneficiary, I help you understand your obligations with clarity and care.

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    Real Estate Investors

    I help real estate investors navigate the complexities of tax planning involved with passive and active real estate holdings. Whether you own rental properties, are selling appreciated real estate, or planning a like-kind exchange, I structure strategies to defer taxes, protect gains, and align with your investment goals.

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    High Net Worth Individuals

    Your wealth deserves more than a one-size-fits-all approach. I specialize in working with high-net-worth individuals who need tax strategies that account for capital gains, multi-entity ownership, retirement distributions, trusts, and estate planning. Whether you are preserving wealth or planning a liquidity event, I deliver customized, forward-looking solutions with discretion and precision.