Tax Preparation & Filing
Accurate, compliant filing for W-2, 1099, LLC, and rental returns. I focus on getting your return right the first time while helping you legally reduce your tax bill.

My Journey: With nearly a decade of expertise in accounting and finance, I deliver top-tier accounting, bookkeeping, and tax services designed to elevate your financial success. My approach blends strategic insight with hands-on execution, positioning me as your trusted partner for robust financial health.
Specialties:
Smart Tax Planning & Preparation: Designing personalized tax strategies and seamless preparation to ensure compliance and maximize savings for your small business.
Effortless Accounting & Bookkeeping: Simplifying your financial records with accurate, automated systems and clear reporting using tools like QuickBooks and Xero, so you can focus on your business.
Cost-Cutting Financial Solutions: Uncovering savings through streamlined processes and smart budgeting, drawing on experience that saved hours and costs for major organizations.
Growth-Focused Financial Advice: Providing clear, actionable insights on cash flow and budgeting to empower confident decisions and drive your business forward.
Our services
Accurate, compliant filing for W-2, 1099, LLC, and rental returns. I focus on getting your return right the first time while helping you legally reduce your tax bill.
Monthly bookkeeping, cleanup work, and simple payroll support so your records stay organized, audit-ready, and aligned with how your taxes are filed.
Proactive guidance on entity choice, deductions, and quarterly estimates to keep you compliant, avoid surprises, and systematically mitigate taxes each year.

"I've known James for a long time and he's always been someone I trust for tax and financial advice. He's professional, responsive and extremely detail-oriented."
Shawn M.
"I can't say enough good things about this tax service! I was three years behind on filing taxes for three companies plus my personal 1040, and he got me completely caught up quickly and without stress."
Adrian L.
"James was fantastic to work with. He helped me maximize my 1099 deductions in ways I never would’ve found on my own, ... I’d highly recommend him to anyone who’s self-employed or has 1099 income."
Stacy H.