Our Services

We offer a stress-free filing experience by being proactive, precise, and communicative.

Ideal for the complex client.

-High-net-worth professionals

-Business owners

-Investors with multiple income sources, trusts, or K-1s.

-Pre- and Post-divorce individuals

-New inheritors navigating complex transitions

Proactive insight, not just filing. Every return is reviewed for future planning opportunities and cash-flow optimization.

White-glove process. We handle complexity with precision, so you can feel calm and confident through tax season.

Accessible expertise. You’ll have direct access to Katherine throughout the process. Tax prep should feel like a partnership, not a transaction.

Beyond compliance. Expect guidance that helps you minimize taxes this year and plan smarter for next year.

Design your financial life with intention.

Built for those who want more from their CPA. Each tax return is reviewed in detail to identify opportunities that align with your long-term goals. You’ll receive practical strategies to improve cash flow and reduce taxes year after year.

Tax-aware at every step. Every recommendation considers after-tax outcomes, not just market returns.

Fee-only fiduciary. You receive objective advice; never commissions, products, or hidden agendas, so every plan is aligned with your goals.

What This Includes

-Tax-efficient investment and withdrawal strategies

-Retirement contribution optimization (401(k), IRA, HSA)

-Cash flow and savings strategy design

-Equity compensation planning

-Major purchase guidance (home, car, or business)

-Education and FAFSA planning

-Business and entity structure consulting

-Coordination with attorneys, advisors, and estate professionals

Effective planning requires precise execution. By preparing your return from the start, we ensure every strategy is implemented as designed and every tax-saving opportunity is captured.

Targeted guidance for life’s financial crossroads, when you need expert advice without a full-service engagement.

Flexible and focused. Hourly or project-based consulting for life’s most complicated decisions.

Expert perspective. Combines CPA-level technical accuracy with a financial planner’s ability to connect strategy to life goals.

Examples include:

-Legal entity setup

-Medicare and Social Security planning

-Real estate sell-lease ROI analysis

-Retirement income strategy

-”What-If” scenario analysis

-Education planning

-Inheritance and estate planning

Hourly advisory starting at $250/hour.