EXPERIENCED CPA/MBA – TAX EXPERT • BOOKKEEPING • QUICKBOOKS • CFO ADVISORY – AVAILABLE NOW!
Serving San Diego Area and Southern California Clients | 20+ Years CPA | Call/Text 24/7
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NEED HELP WITH TAXES, BOOKKEEPING, OR QUICKBOOKS?
I'm a licensed CPA (since 2004) and real estate professional with over 20 years of experience helping individuals, small businesses, and entrepreneurs. Whether you need to file your 2024 return, or PAST YEARS, clean up your books, or get IRS help — I’m here for you! AVOID Potential PENALTIES, WAGE GARNISHMENTS, LIENS, LEVY by the IRS.
FREE Initial Consultation for All New Clients!
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SERVICES OFFERED:
TAX PREPARATION & FILING:
- Individual Returns (1040 + Schedule C for Sole Props, Self-Employed, LLCs)
- Business Returns (1120, 1120S, 1065)
- Homeowner Association Returns (HOAs) - Form 1120-H and Financial Reviews
- Amended Returns (1040-X)
- 1099s, K-1s, Payroll Filings (941/940)
- IRS Disputes, Letters, and Audit Help
- Tax Extensions (Federal & State)
BOOKKEEPING & ACCOUNTING:
- Monthly Bookkeeping (A/R, A/P, General Ledger)
- QuickBooks Cleanup & Reconciliation
- Payroll Setup & W-2/1099 Reporting
- Contractor Job Costing, Budgeting, and More
QUICKBOOKS & FINANCIAL COACHING:
- QuickBooks Setup, One-on-One Tutoring
- Excel & Financial Reporting Training
- SBA Loan Support, Mortgage & Bonding Financials
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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WHY WORK WITH ME?
- Licensed CPA (Since 2004)
- 20+ Years in Tax, Accounting & Real Estate
- Former Public Accounting Experience (Big 4 – Deloitte)
- MBA in Accounting (University of Colorado – Boulder)
- Masters Degree in Real Estate Development (Arizona State University)
- Quick Turnaround & Personalized Attention
- Available for Virtual or In-Person (in Select Cities)
- Payments via Zelle, Venmo, PayPal, CashApp
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LOCATION & AVAILABILITY:
I split my time between San Diego and Austin, TX, we can meet either IN PERSON or REMOTELY/ONLINE. Most clients prefer working together remotely including the filing – secure, fast, and convenient. I have lived in Southern California off/on for past 15 years.
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READY TO CHAT?
Let’s take the stress out of taxes and finances, WAIT NO LONGER, GET IT DONE TODAY!
- Call/Text Anytime – Serious Inquiries Only
- Free 30-Min Consultation
- LinkedIn; References Available
- Willing to undergo background check
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NO SCAMS. NO SPAM. JUST PROFESSIONAL SERVICE, SATISFACTION GUARANTEED!
Let’s work together to reach your financial goals!