Answers to Your Tax & Bookkeeping Questions

I provide personal and business tax preparation, trust and estate tax services, gift tax return preparation, QuickBooks bookkeeping, business compliance guidance, and small-business coaching.

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I've operated my accounting practice since 2012, serving individuals and small-business owners.

My practice focuses on small businesses generating approximately $1,000 to $3 million in annual revenue. I also assist individuals with personal tax matters.

Gather any relevant prior tax returns, financial statements, bookkeeping records, and notices related to your question. I'll explain which documents are needed for your specific service.

Yes. I assist with federal and applicable state personal tax returns, as well as corporate and LLC tax preparation based on the business's tax classification.

I provide trust income tax services involving Form 1041 and estate tax services involving Form 706, where applicable.

Yes. I assist with applicable federal gift tax return preparation using Form 709.

I provide tax nexus guidance to help identify potential filing obligations arising from business activities in different states.

Yes. I provide bookkeeping assistance using both QuickBooks and QuickBooks Desktop.

I can review available records, identify missing information, and discuss the work needed to bring your bookkeeping up to date.

I assist with business license and renewal information, documentation, and accounting-related compliance questions, depending on the jurisdiction.

Yes. My coaching focuses on financial performance, cash flow, expenses, and the financial considerations behind business decisions.

Yes. I provide bookkeeping assistance using both QuickBooks and QuickBooks Desktop.

I can review available records, identify missing information, and discuss the work needed to bring your bookkeeping up to date.

I assist with business license and renewal information, documentation, and accounting-related compliance questions, depending on the jurisdiction.

Yes. My coaching focuses on financial performance, cash flow, expenses, and the financial considerations behind business decisions.

I serve clients nationwide, with particular attention to Massachusetts, Tennessee, and Lexington, MA 02420.

Contact me to discuss your location, service needs, and available arrangements for working together.

Yes. Call (901) 355-0904 to discuss your needs and the next steps.

I offer three planned service packages with different numbers of hours. Final hours, pricing, and online checkout will be available once confirmed.