Tax
Returns, basis, digital assets, multi-state.
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Tax Preparation
Individual, partnership, S and C corporation, LLC, estate, trust, and gift returns. From straightforward filings to highly complex, multi-entity situations, I handle the details and stay with you from documents through filing.
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Digital Asset Tax
Tax compliance and advisory for cryptocurrency and digital assets. I help with recordkeeping, reporting, and planning so you understand the tax consequences before and after transactions.
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Tax Basis Studies
Stock, partnership, and asset basis studies for sales, gifts, estates, and complex historical situations. I reconstruct and document the basis and explain how it affects your tax position.
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Multi-State Tax
Nexus studies, multi-state returns, and tax consultation when you live, sell, or operate across state lines. I identify the exposure, explain what it means, and stay involved as your footprint changes.