Tax planning services designed for individuals and small business owners who want clarity and control over their taxes—especially those not currently making estimated tax payments. This service helps you understand your tax situation ahead of time, identify potential liabilities, and plan proactively so there are no surprises at filing time.

I review your income, expenses, and prior filings to estimate your tax obligations and determine whether quarterly payments are needed. You’ll receive clear guidance on what to set aside, when payments are due, and strategies to reduce your overall tax burden while staying compliant.

The goal is simple: better planning, fewer surprises, and confidence knowing you’re prepared long before tax season arrives.