
Small business owners navigating S-Corp elections, payroll, and quarterly estimates
Multi-state filers working remotely or earning income across VA, MD, DC, and beyond
Families building wealth and planning for retirement or education expenses
W-2 professionals with side businesses, rental properties, or stock compensation
Tax Advisory & Strategy (Our Specialty):
Proactive year-round planning—not just April prep
S-Corp election analysis and reasonable compensation planning
IRS audit representation and notices
Tax Preparation:
Individual, self-employment, and small business returns
Multi-state and amended returns
K-1 and investment income reporting
Business Formation & Compliance:
LLC and S-Corp formation with tax-optimized structure
Annual compliance and registered agent services
Payroll setup and quarterly filing
Retirement & Insurance Planning:
401(k), SEP-IRA, and Solo 401(k) optimization
Social Security timing strategies
Life and disability insurance referrals

I became an Enrolled Agent because I saw too many smart professionals overpaying in taxes—not because they lacked discipline, but because their preparers were reactive instead of strategic.
With graduate training in both finance and technology, I focus on clients with complexity: multiple income streams, business ownership, stock options, or multi-state exposure. My job is to be the tax strategist you wish you'd hired 5 years ago.
Loudoun County will fund up to 10 hours of support per small business. Additional services outside of this funded time may be arranged separately.