Charleston, SC · 13 Years Experience

Tax Help That Actually Makes Sense.

Proactive tax planning and year-round support for business owners, the self-employed, and individuals who need tax advice beyond just a tax return — clear guidance, accurate filing, no jargon, no surprises.

See How I Can Help Contact Me

About

Meet Jeremy

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 taxes through proactive planning and hands-on support for business owners and the self-employed.

Most of my clients are running a business or piecing together income from a handful of 1099s. Others are individuals facing a big financial decision that deserves real strategy. Either way, I offer more than a once-a-year filing — tax planning and advice are part of what I do, whether that’s a single strategy session or ongoing work throughout the year. 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.

How I Can Help

Two Ways I Work With Clients

Most of my work falls into one of two buckets — find the one that fits, or reach out if you’re not sure.

For Individuals Who Need More Than a Return

Strategy for Life’s Big Moves

A stock sale, a home purchase, an inheritance, or retirement on the horizon — the biggest tax outcomes are decided before you file. I work with individuals who want proactive planning and real strategy behind the numbers.

Planning around major financial decisions
Prior-year catch-up and IRS notice resolution
Year-round tax planning, with returns prepared as part of the plan
Personal attention from an experienced CPA

Schedule a Consultation

For the Self-Employed & Business Owners

Freelance, Contract, or Run a Business?

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.

1099 & self-employment tax preparation
Proactive, year-round tax planning
Coordination with your bookkeeper or wealth advisor

Schedule a Consultation

Why Clients Work With Me

What You Can Expect

Direct Access to Me

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.

Plain-Spoken Advice

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.”

Planning, Not Just Filing

I’d rather help you plan for a good outcome in June than clean one up in April.