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Who I help

Every client is welcome. These are the clients I work with most.

Real Estate Agents & Brokers

Commission income is unpredictable, and your tax strategy should account for it. I help agents and brokers capture every deduction, stay ahead of quarterly estimates, and keep more of each commission.

  • Every deduction captured: mileage, home office, marketing, and more
  • Tax estimates set to your actual commission flow
  • S-corporation analysis as your income grows
  • Retirement planning that turns commission income into long-term savings

Rental Investors

Real estate is one of the most tax-advantaged assets you can own. I give you clear reporting so you always know how each investment is performing.

  • Income, expenses, and depreciation tracked and reported accurately
  • Passive loss rules and carryforwards tracked correctly
  • Repairs and capital improvements classified the right way
  • Reporting for 1031 like-kind exchanges
  • Short-term rental rules handled correctly

Small Business Owners & Entrepreneurs

Your business creates real tax opportunities and real complexity. I keep your books current and your tax strategy a step ahead, so you always know where you stand.

  • Entity structure analysis
  • Monthly bookkeeping and account reconciliation
  • Tax projections and estimated payments to prevent year-end surprises
  • Tax-advantaged retirement plans matched to your business
  • Business formation support

Individuals & Families

As your income and investments grow, so does the value of a real tax strategy. I help individuals and families with tax planning for major life changes, investments, and the years ahead.

  • Major life events
  • Investment income planning
  • Charitable giving strategies
  • Education savings
  • IRS and state notice support

Work with a CPA who knows you.

Whatever your situation, I am here to help you make sense of it. Reach out and let's talk about your goals.

Chat with Brian