I work with small business owners, Americans living overseas, and anyone with real complexity in their finances — people working hard who don't have the bandwidth to also become tax experts. I explain things in plain English, plan ahead to lower what you owe, and take the guesswork off your plate so tax season stops feeling like a threat.
US individual taxes are complex because they have to account for everything: every situation you're in, every law that could apply, and everything the IRS wants to know about you. A lot of people think, "I just want to file my personal taxes," and assume their business is a separate thing entirely. But for most small businesses, the business is part of your individual return. I help you navigate all of it — from one business owner to another.
Own a business, even a small one, in the US or abroad? Size doesn't matter to the IRS — a foreign business requires detailed yearly reporting no matter how small, and I'll handle it personally.
More going on than a W-2? Freelance income, K-1s, stock options, rental property — don't want to risk getting it wrong on self-guided software? Let me handle it.
Want a real plan? Most preparers only think about your taxes once a year. I'd rather be someone you check in with year-round.
Tired of getting handed a number with no explanation? You should understand why you owe what you owe — and have had a say in it long before it showed up.
Living abroad? Your US tax filing doesn't stop when you relocate — you're still taxed on worldwide income.
Invested in foreign funds, accounts, or property? Everyday foreign investments can be taxed differently than US ones, so it's worth a second look.
Born abroad to an American parent, or hold a green card? You're expected to file as a US person either way, wherever you live.
Inherited money or property from overseas? You may need to report it, even if it's not taxed, and even if you live in the US.
I've owned and run a business abroad since 2018. I know what it's like to discover a filing obligation years after it started — and what it takes to get current without losing sleep over it. I don't just hand you a number and let you deal with the reaction. I walk you through why it is what it is, and I look for ways to bring it down before the year ends, not after. If numbers make your eyes glaze over, that's exactly why I'm here — you don't need to understand the tax code, you just need someone who does, and who's on your side.
You'll never get a number with no explanation behind it. I walk you through what it means and why, in language that makes sense — no jargon, no judgment if this has never clicked for you before.
We look for ways to lower what you owe throughout the year, not just report it every April. By the time your return is due, there shouldn't be any surprises left in it.
You're busy running your business or your life. Taxes shouldn't be the thing keeping you up at night — that's what I'm here for, so you don't have to carry it alone.
Individuals and small businesses, whether your finances are simple, complex, or cross-border.
A standing relationship — someone to call whenever a tax question comes up, all year long.
Thinking through entity choice, quarterly estimates, and how a business's structure affects its tax outcome — before it's locked in.
Reconstructing back returns and FBARs for anyone who discovered their obligations late — including accidental Americans filing for the first time.
Foreign business information returns, including GILTI/NCTI and earnings & profits reconstruction.
Foreign account disclosure, reviewed alongside your broader filing picture.
PFIC reporting for foreign funds (Form 8621), foreign inheritances and gifts (Form 3520), and other foreign-held assets.
A short message is enough to start. I'll follow up to set up a consult.