Local CPA (20+ Yrs) Behind on Taxes? IRS Issues? Get Help Today - financial services

I’m a LOCAL and TRUSTED Licensed CPA (since 2004) and available IMMEDIATELY to help with your taxes, bookkeeping, QuickBooks, and more.

Let’s Talk Today! We have a passion to help small business owners and Entrepreneurs!

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SERVICES INCLUDE:

TAX PREPARATION & FILING (Current & Prior Years):

- Individual Returns – 1040/1040SR + Schedule C (Self-Employed, LLCs)

- Business Returns – 1120, 1120S, 1065 (S-Corp, Corp, Partnerships)

- Homeowner Association Returns (HOAs) - 1120-H and Financial Reviews

- Amended Returns (1040-X)

- Quarterly Payroll (941/940), 1099s, K-1s

- IRS Letters, Audit Help, Disputes

- Tax Extensions – 2024 Extensions were due April 15th!

BOOKKEEPING & ACCOUNTING:

- Monthly Bookkeeping (A/R, A/P, Job Costing, General Ledger)

- QuickBooks Setup, Cleanup & Monthly Reconciliation

- Payroll Setup & Processing, 1099/W-2 Filing

- Assistance for Contractors, Realtors, Startups & More

QUICKBOOKS & FINANCIAL COACHING:

- One-on-One Training (QuickBooks, Excel, Accounting Basics)

- Help with SBA Loans, Mortgages, Contractor Bonding

CFO ADVISORY SERVICES:

- Cash Flow Forecasting - Help you predict how much cash you need in a week, month or quarter, stop cash flow struggles!

- Profit Planning - Together how to figure out how to make your business more profitable!

- Budget Building & Spending Plans- Create simple budgets to make smarter business decisions

- How to grow your business - Expand, open new location, hiring needs

- Pricing Strategy - how to stop leaving money on the table or scaring off good customers

- Monthly Business Health Checkups

- Scenario Planning - What If scenarios, see numbers making any moves

- Goal Setting

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EXPERIENCE YOU CAN TRUST:

- CPA since 2004 – 20 Years Tax & Accounting Experience

- Real Estate Expertise – 15+ Years (Commercial + Residential)

- MBA in Accounting (University of Colorado-Boulder)

- Masters Degree in Real Estate Development - Arizona State University (WP Carey Business school)

- Former Big 4 Public Accounting Firm Experience (Deloitte)

- Remote or In-Person Options Available

- Payments via Zelle, Venmo, CashApp, PayPal

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LOCATION & AVAILABILITY:

I am LOCAL here in Raleigh (Holly Springs/Apex area). I split my time between Raleigh and Austin, TX.We can meet IN PERSON or REMOTELY (ONLINE via MS TEAMS or Zoom). Most clients prefer working REMOTELY. – secure, fast, and convenient.

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CONTACT ME:

- Text or Call Anytime – 24/7 Availability

- Zoom, MS Teams, Phone, or In-Person

- LinkedIn Profile, References available upon request

- Willing to undergo background check

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NO SPAM. NO SCAMS. SERIOUS INQUIRIES ONLY.

Let’s work together to get your finances on track. Looking forward to helping you succeed!

NO MORE WAITING, AVOID FURTHER PENALTIES, POTENTIAL LEVY, LIENS, WAGE GARNISHMENTS, FILE TODAY!