I work with people before and after they form businesses.
I do taxes — and I do them extremely well.
But taxes are the result of structure, not the starting point.
When structure is right from the beginning, taxes stay manageable.
When structure is wrong, everything later costs more.
What This Appointment Is For
- LLC and S-Corporation owners and potential owners
- Company executives and shareholders with complex compensation or equity
- Well-positioned retirees evaluating or changing their current tax situation
If you’re looking for basic tax preparation, there are plenty of services built for that.
People come to me when judgment and experience matter.
Time and discretion are respected.
Clients Come to Me Early Because
- They choose the correct entity from day one
- They avoid unnecessary exposure later
Getting it right early is always smarter than throwing money at it later.
Business Structure
- LLC and S-Corporation formation
- Ownership and operational alignment
- Multi-entity planning
Tax Strategy
- Annual filings handled with intent
- Long-term positioning for complex situations
About the Appointment
We review your current or planned structure, identify what matters, and determine the next step — whether that’s moving forward or not.
About Fees
Pappy taught me: “The cheap person always pays twice.”
Fees reflect the work and responsibility involved. If we’re a fit, we move forward. If not, you leave with clarity.