From a simple personal return to ongoing planning for a growing business, I focus on clear advice and accurate, on-time filing — no jargon, no surprises, whatever your taxes look like.
I’m a CPA based in Charleston, South Carolina, and for the past 13 years I’ve focused on one thing: taking the guesswork out of tax season, whether that means a simple personal return or ongoing planning for a business.
Some of my clients just need an accurate return filed without the upsell. Others are running a business or piecing together income from a handful of 1099s and want a real plan, not just a once-a-year filing. Either way, I’d rather be the person you can call in June, not just April, so there are no surprises when it’s time to file.
I also work well alongside the rest of your financial team. If you already have a bookkeeper keeping your books or a wealth advisor managing your investments, I’m glad to coordinate directly with them rather than operate in a silo — my job is to make sure the tax side supports the bigger picture, whoever else is involved, so you actually reach your goals.
Most of my work falls into one of two buckets — find the one that fits, or reach out if you’re not sure.
If your taxes are a W-2, maybe some investments, a home — I’ll prepare an accurate, on-time personal return without the upsell. Straightforward filing, handled well, year after year.
Freelancer, contractor, consultant, gig worker, small business owner — if you get a 1099 instead of a W-2, I’ll help you cut through tax complexity with clear planning and accurate, on-time filing.
No account managers, no hand-offs. When you call, you get the CPA who actually knows your file — whether you run a shop or just freelance on the side.
I explain what matters for your situation, not in tax code jargon. You’ll always know why — even if you’ve never thought of yourself as “running a business.”
I’d rather help you plan for a good outcome in June than clean one up in April.
Schedule a free consultation and let’s talk about where things stand — business, side hustle, or somewhere in between.
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