Financial Services for Creatives

Making business and finance approachable so you can focus on your creative endeavors.

I bring over 20 years as a CPA, including 16 years in senior finance leadership roles at UNC and Duke, along with firsthand experience as an artist and creative business owner. I help artists and creative entrepreneurs bring clarity and structure to their finances with practical, approachable guidance.

Please select the appropriate service from the menu below.

Services are scoped based on the condition and complexity of your records so we can identify the best fit before moving forward. In some cases, getting records into good shape requires more hands-on support at the outset. As systems improve, many clients are able to transition to lighter-touch services over time. My goal is to help you become largely self-sufficient, if that is your preference, while remaining available for higher-touch support as needed.

I typically will request a brief 10–15 minute introductory meeting at no charge to understand your needs and help determine the appropriate level of service.

Federal & State Income Tax Preparation & Filing Services

Not sure where to start?
If your records are already organized, start with File-Ready Tax Prep.
If you’re unsure, I recommend a brief introductory call to help determine the best fit.

State Sales Tax Services

Accounting & Business Services

Contact me

Interested in working together? Email me and let me know how I can help. I can’t wait to hear from you!