Book a call. Get clear next steps.
If you want tax prep or bookkeeping handled in a calm, organized way, start here.
New client calls are typically 15 minutes.
Book a short call and tell me a bit about your situation. I'll confirm fit, recommend the right scope, and send you a simple checklist so we can move forward without back-and-forth.
Book a CallPhone
(941) 404-2341Office
715 N. Washington Blvd, Suite E
Sarasota, FL 34236
What to expect on the call
A quick conversation focused on clarity, not sales.
We'll cover:
- What you do and what you need help with (tax prep, bookkeeping, S-corp support, or setup)
- What income types you have (W-2, 1099, Schedule C, S-corp)
- What you want off your plate this year
- Any deadlines coming up
After the call: I'll send a short summary and the next-step checklist.
Good to have ready
If you have these, great. If you don't, still book the call.
Platforms I work in
QuickBooks Online and Xero
for bookkeeping
Intuit ProConnect
for tax preparation
Google Drive
for secure document collection
Two ways to reach me
Send a message
Use the form below and I'll respond with next steps.
715 N. Washington Blvd, Suite E, Sarasota, FL 34236. Remote-friendly for clients across Florida and beyond.
Frequently Asked Questions
Do you take new clients?
Yes, as availability allows. Booking a call is the quickest way to confirm.
Do you offer one-time tax prep without bookkeeping?
Yes.
Do you offer bookkeeping without tax prep?
Yes. Many clients start there and add tax support later.
Do you help new businesses get set up?
Yes. I can help with LLC setup guidance and getting your bookkeeping organized from the beginning.