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

EXPERIENCED AND TRUSTED CPA • TAX • BOOKKEEPING • QUICKBOOKS – AVAILABLE NOW!

I’m a licensed CPA (since 2004) and available IMMEDIATELY to help with your taxes, bookkeeping, QuickBooks, and more – in person in San Francisco (Bay area) or remotely nationwide.

FREE Initial Consultation – Let’s Talk Today!

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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

- 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 - INCREASE CASH FLOW!! Help you predict how much cash you need in a week, month or quarter, stop

Cash Flow TROUBLES!

- 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)

- Master’s 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 split my time between San Francisco (Bay area) and Austin, TX, we can meet either IN PERSON or REMOTELY/ONLINE for services. I am available by text or email 24/7. Most clients prefer remote filing – secure, fast, and convenient.

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CONTACT ME:

WAIT NO LONGER Let’s get your taxes DONE TODAY!

- 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!

WAIT NO LONGER AVOID FURTHER PENALTIES, POTENTIAL LEVY, WAGE GARNISHMENT, LIENS, FILE TODAY!