Tax Preparation & Strategy
Getting compensated via 1099 comes with immense tax planning opportunity. If you haven't explored entity classification, retirement vehicles, and QBI optimization, we need to talk.
📍 Based in Arizona — serving 1099 professionals nationwide.
Opportunities You May Be Missing
Custom, detailed summaries show exactly how much each strategy can save you — quantified, in plain language.
That's the point of a plan. I review your income, age, and goals, then model A/B options with quantified savings — so you can see the impact before deciding anything.
Leveraging the proper tax plan can build generational, tax-deferred wealth.
Maximum tax savings, minimal effort on your part.
Meet Your CPA
You work directly with me — an experienced CPA with over 20 years preparing returns and building tax strategy — who knows your plan inside and out.
Because 1099 professionals are all I serve, every conversation starts from a place of genuine familiarity with your situation. No handoffs, no generic templates — just a plan built around how you're actually paid.
More About MeA Modern, Secure Practice
No paper to mail, no documents lost in a drawer. My practice is fully digital, so working together is fast, secure, and convenient — meet securely online from wherever you are, or in person when you'd prefer to sit down together.
Documents are shared and signed digitally through a secure portal. Nothing to print, scan, or risk misplacing.
A modern tech stack keeps your plan organized and accessible, with a clear record of every document and decision.
Bank-grade encryption, a secure client portal, and multi-factor authentication protect your information at every step. See how →
Every client's IRS account is monitored continuously, so payments, balances, and notices are verified in real time and issues are handled proactively — often before a letter ever reaches you.
Simple, Transparent Pricing
No extra or hidden fees, ever.
The $5,995 flat fee covers the vast majority of clients. In the rare case your situation is more complex and would fall outside that fee, I'll tell you exactly what it costs and why — and you'll agree to it in writing before any work begins. No surprises, ever.
Book a time directly, or send a few details and I'll be in touch.
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