Your CPA in the Coachella Valley
A CPA who plans your taxes, not just files your return.
Tax preparation, bookkeeping, and accounting for individuals, business owners, and real estate investors. Careful work. Clear answers. A direct relationship with your CPA.
How I can help
Your taxes and books,
with the attention they deserve.
01 / TAX PREPARATION
File with a clear picture.
Thoughtful preparation for individuals, sole proprietors, partnerships, corporations, and trusts. Understand your return and the questions that matter.
Explore tax preparation →02 / BOOKKEEPING & ACCOUNTING
Make sense of your numbers.
Ongoing bookkeeping, reconciliations, financial reporting, and cleanup support. Organized records help you understand the business and prepare for tax season.
Explore bookkeeping →03 / TAX PLANNING
Think ahead.
Discuss changes in income, business activity, and investments before filing time. Planning supports your preparation and helps put the next steps in perspective.
Talk through your situation →A more personal CPA relationship
You shouldn’t have to start from the beginning every time you call.
Your business, your family, and your financial goals provide context for the work. I take the time to understand your situation and explain what matters.
Good tax preparation begins with the full picture. Clear books make that picture easier to see. My role is to help bring both together.
A good fit for
- Individuals with business income, investments, or more involved tax situations.
- Small business owners who need tax preparation and reliable accounting support.
- Real estate investors who want help with rental activity and the supporting records.
Getting started
A simple first step.
A clear path forward.
01
Start a conversation.
Tell me what you need help with and what has changed. No paperwork is required just to say hello.
02
Agree on the work.
We’ll discuss scope, timing, and fees so you know what to expect before work begins.
03
Get organized.
Receive clear instructions for sharing records securely. If you’re changing accountants, I’ll explain what to request.
A few common questions
Before we talk
Do you prepare both individual and business returns?
Yes. I work with individuals, sole proprietors, partnerships, S corporations, C corporations, and trusts. We’ll discuss your specific filings and records before agreeing on the scope.
Can I get bookkeeping and tax preparation together?
Yes. We can discuss an engagement covering both. Each service and its fee will be clearly identified so you know what is included.
Can you help me switch from another accountant?
Yes. Start with a conversation about your needs and timing. I’ll explain which prior returns and accounting records to request.
Where do you serve clients?
I serve individuals and businesses throughout the Coachella Valley, including Palm Desert, La Quinta, and Palm Springs. Call or email to discuss your situation and how we can work together.
How do I find out the fee?
Contact me with a brief description of your tax or accounting needs. Pricing depends on complexity, scope, and the condition of your records. We discuss the fee before starting.
Let’s talk about what you need.
Start with a short conversation about your taxes or books. I’ll help you understand the next step.