CPA Services
Ordinary accounting work, done carefully — for solopreneurs, small businesses, and owners carrying more entities or more unfiled years than they would like to admit to. No judgment about how it got this way.
Email meBy appointment · Greenwich, Connecticut
01 The work
Most of what follows arrives the same way: something has been put off, and the putting off has started to cost money. Interest, a notice, a lender asking for statements nobody can produce. It is almost always more fixable than it feels.
Year-round guidance and clean, accurate returns for solopreneurs and small businesses. Planning that happens before December, so the return is a record of decisions already made rather than a bill that arrives as news.
Tangled books across multiple entities and past-due years, reconciled, untangled, and optimized for strategic clarity. Intercompany balances that never tied, entities that share a bank account, ownership that changed without the books noticing.
Behind on filings? Quietly brought current, one year at a time, oldest first. Unfiled years compound quietly and then all at once — the fix is procedural, and it is finite.
02 Representative Engagements
Anonymized · Client identities withheld for confidentiality
The clients stay private. The work can speak plainly.
Multi-Entity Cleanup & Compliance
Stepping into a fast-growing, multi-state organization carrying three years of backlogged, chaotic bookkeeping. Rebuilt from the ground up, fully reconciled, and prepared for a clean tax filing.
Ongoing Advisory for High-Net-Worth Solopreneurs
Continuous, year-round tax-mitigation strategy and clean financial oversight for a high-earning digital portfolio — turning seasonal tax panic into permanent peace of mind.
03 Scope, plainly
I am a licensed CPA. I am not a forensic accountant, a certified fraud examiner, a credentialed business valuator, or an attorney, and I will not present myself as one.
Engagements are taken selectively and by appointment. If what you need sits outside what I do, I will say so and point you somewhere better rather than take the work.
Email is the only channel and it is answered personally. If your situation involves a divorce, separation, or a spouse who controls the books, start with divorce financial preparation instead.