Proactive tax planning services for creative entrepreneurs

who want to save more and stress less at tax time.

Tax Advisory | Preparation | Bookkeeping | Tax Advisory | Preparation | Bookkeeping | Tax Advisory | Preparation | bookkeeping |

So Many Business Owners Are Overpaying in Taxes…I’m on a Mission to Change That

A lot of small business owners pay more in taxes every single year simply because they don’t have a plan.

In order to shift from this standard reactive financial state to a proactive one, you need personalized guidance that helps you plan ahead, so you can get clear on your numbers and maximize your tax savings.

See How Tax Advisory Works

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Extra Guidance Where You Need It Most

Allowing you to focus on the big-picture decisions that move your business forward.
These services are available as standalone packages or as add-ons to my core tax advisory package, depending on your needs.

Bookkeeping Plus

I take care of the details behind the scenes so your books stay current and accurate at all times, giving you a clear, easy-to-understand picture of where your business stands at any moment.

Payroll Management

Opt for reliable, hands-off payroll setup and administration, so your team is paid accurately and on time without any stress on your end. Say hello to happy employees and more time back in your day.

Tax Preparation

Receive done-for-you tax preparation that ensures your business and personal returns are filed correctly and on time. With post-filing support included, you can move through tax season with complete confidence and peace of mind.

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Hi, I’m Samantha

Founder, Tax Advisor & Enrolled Agent

As an advisor and Enrolled Agent, I help creative entrepreneurs grow their wealth, simplify their numbers, and make their finances, dare I say…exciting to talk about.

I love watching my clients reach their business and financial goals through the personalized plans we build together. My goal is to always offer the strategy, guidance, and support you deserve, so you can keep more money in the bank and focus on doing what you love.

Get to Know Me

How I Save Clients Tens of Thousands of Dollars Each Year With Strategic Tax Planning

Tailored, Hands-On Support

Since I take only a handful of new clients a year, I get to take the time to understand your unique needs and goals–nothing is one-size-fits-all around here.

Big-Firm Expertise, Boutique-Level Access

With experience at the largest accounting firms in the world, and an intentionally small client roster, you get expert strategy paired with direct access, thoughtful guidance, and fast responses.

A Savings Strategy That Lets You Fully Exhale

Through proactive tax planning, smarter entity structures, and a strategy aligned with your goals, clients often save tens of thousands every year.

Support That’s There All Year

I act as an extension of your business, fully committed to your success and ensuring you always feel supported. I’m here to help you win.

A Practice Built Around True Partnership

My proactive tax planning services are offered to only a few clients each year, allowing me to give each person my full attention.

If you’d like to be one of them, I’d love to hear from you.

Let's Tax Plan Together