Wayzata, MN Meeting: In-Person Only

If you don't have a clear direction or can't tell if you're overpaying in taxes, you're not alone. I help small business owners like you nationwide replace uncertainty with a simple plan: proactive tax savings, year-round support, and dependable cash flow.

I work best with established, service-based businesses earning $150,000 to $550,000 that are seeking structure, strategy, and sustainable growth.

While working with me, you get:

  • - Year-round responsive support

  • - Regular strategy meetings

  • - Pristine books and accurate tax returns

  • - A laser focus on your goals—all at an affordable rate.

If that sounds like you, schedule a free, no-obligation appointment to discuss your business, tax situation, and goals.

Licensing & Credentials

CPA - Certified Public Accountant

Services Offered

Accounting/Bookkeeping Payroll

Tax Specialties

Small Business Influencers Online Sales or Ecommerce Real Estate