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Tax Preparation and Planning
As a CPA, I specialize in the complex tax reality of Restricted Stock Units (RSUs) for executives and high-net-worth professionals. Most equity earners do not realize that standard 22% employer withholding guarantees massive underpayment penalties in April, or orher routinely wventa that trigger disastrous double taxation on vested shares. I move beyond basic tax preparation to build proactive, year-round projections that close your withholding gap
Controller/CFO
We are an executive financial advisory and Fractional Controllership firm serving businesses scaling between $2M and $20M+ in revenue, with a deep specialization in Construction, E-Commerce and Trades. We do not provide basic data entry or discount bookkeeping. Instead, we step in when your books are broken, gross margins are shrinking, or commercial lenders demand clean reporting. We execute complex cleanups to untangle messy data and WIP schedules, deliver bank-ready
