Why use All Real Numbers for your taxes?

Not Your Typical Tax Preparer: How I Go Beyond “Filing Season”

When most people think of a tax preparer, they picture someone who swoops in once a year, files a stack of documents, and disappears until the next deadline. While that’s fine for basic returns, it doesn’t do much to help small business owners and individuals who need ongoing strategic guidance. I’m here to offer far more.

Drawing on a Broad Skill Set

My background includes a bachelor’s degree in business finance and over 8 years of experience in financial analysis, business intelligence, and data engineering, in addition to standard bookkeeping and tax prep work. How does that help you? It means that I will bring a full-spectrum view to your finances. Rather than just making sure your numbers add up, I use data-driven insights and experience in corporate finance to pinpoint inefficiencies, identify opportunities, and tailor strategies that help you achieve your financial goals.

I’m also currently finishing my Enrolled Agent (EA) credentialing process - a powerful license that will allow me to represent you before the IRS and tackle tax complexities more effectively. Couple that with my aforementioned experience, and you get a service that goes far beyond routine compliance work.

More Than Surface-Level Services

A traditional tax preparer often focuses on one thing: your annual return. By the time you hand over your receipts and statements, the year’s already over - limiting how much strategic planning you can do to save money and optimize your financial picture.

Instead, I view tax strategy and bookkeeping as an ongoing process. Whether it’s recommending a move from a sole proprietorship to an S corporation to save on self-employment taxes, or helping you integrate your bookkeeping with an automated dashboard - proactive planning that benefits you year-round is what I provide. Not a singular tax return.

Why It Matters for Small Businesses and Individuals

• Year-Round Support: My clients aren’t scrambling come tax time because I’ve been monitoring and optimizing their finances every month.

• Data-Driven Insights: As someone who has worked as a business intelligence analyst and a data engineer, I know how to leverage real-time data to spot trends and challenges. This goes way beyond simply closing out the books.

• Holistic Financial Guidance: Tax planning shouldn’t happen in a vacuum. By aligning your personal and business goals, we can ensure you’re not just compliant, but also financially thriving.

Let’s Talk About Your Strategy

If you want more than just a typical “file-and-forget” tax service, let’s connect. Whether you’re self-employed and need hands-on coaching or a growing business looking to optimize your structure, I’m here to bring comprehensive financial expertise to the table. Schedule a consultation so we can discuss how I can help you streamline your finances, save on taxes, and set you up for long-term success.