Tax Prep & Advisory Services
An oasis of oceanic peace for a brighter tomorrow
Whether you're facing a surprise IRS notice, a tax bill that keeps growing, or settling a loved one's estate, you'll get a steady, personal partner who plans ahead with you.
Serving Washington, California & US–Canada clients. In-person and remote.
Accurate, on-time preparation for individuals, rentals, S corps, partnerships, and estates.
Notices are stressful. I'll read it, explain it in plain language, and handle the response.
Proactive planning to find the savings you’re missing before the year is over, not after.
Losing your advisor is unsettling. I'll pick up your records and get you back on track.
Services
Plan ahead instead of paying for it later.
A year-round approach for people with steady income who want to keep more of it, and for founders building something new.
Gentle, thorough help during a hard time.
Settling an estate comes with deadlines and paperwork that can feel overwhelming. I'll guide executors and families through each step.
Who I Serve
Based on the West Coast with in-person visits available in Washington and California, and secure remote service everywhere else.
Surf shops, charters, coaches, gyms, and the people who live for the outdoors.
Rental owners who want depreciation, deductions, and long-term strategy done right.
Cross-border filers navigating two systems. A Canadian office is on the way.
Anyone responsible for a loved one’s estate and its final tax obligations.
Younger professionals and start-ups ready to plan ahead and build wealth wisely.
How It Works
Fill out the short form below. It takes about two minutes and nothing is required beyond the basics.
I'll read through your details and come prepared, so our time together is focused and useful.
You'll get a link to book a time that works for you, along with any next steps.
Get Started
No need to have everything figured out. Share what you can, and I'll follow up with a link to book a time to talk.