Bookkeepers in Columbia, SC

Smart tax strategy. High-touch service. Backed by AI. If you’re feeling unsure about your taxes—or just want to avoid surprises down the road—you’re in the right place. I’m a licensed CPA with over 10 years of experience helping individuals, business owners, and self-employed professionals file accurately, avoid IRS issues, and gain clarity around their finances. Clients describe me as insightful, strategic, and easy to talk to—someone they can count on when it matters most. What makes me different? I blend personalized, white-glove service with smart automation and AI tools to deliver Big Four-level quality—without the Big Four price. You’ll get fast turnaround, clear communication, and flat-fee pricing with no surprises. Services include: • Individual & Business Tax Preparation • 1099 / Self-Employed Filings • Back Taxes & IRS Notice Resolution • Year-Round Tax Strategy & Planning • Multi-State, Crypto, & Rental Income Filings • Bookkeeping & Financial Oversight We’ll start with a quick call to understand your goals. If it’s a fit, I’ll walk you through the next steps and support you from start to finish. I work best with clients looking for more than just a tax return—those who want a trusted partner, a plan, and peace of mind. You’ve worked hard to earn it. My job is to help you protect it—with confidence and care.

As a business owner, you know your craft best. We can fill in gaps by providing back office support, including bookkeeping, tax, marketing and technology services. Additionally, our strong business and legal background will help solve problems, so you can focus on growing your business. Being willing to work hard and color outside the lines is what drives our success. As a family-owned and family-operated business, we know that our success is entirely dependent on yours.

If you are tired of paying a face-less company to file your tax return, and would like a more individualized approach, contact me. I am a big proponent of exploiting the tax code to the advantage of small business and self-employed individuals to furthest extent legally allowed.

I am a CPA in South Carolina offering income tax preparation and accounting services for individuals and small businesses. I started this journey after working for a large public accounting firm which dealt mostly with high-earning individuals and businesses. After leaving the firm, my sister reached out to me one day about reviewing her tax return that was prepared by a tax preparation franchise in Georgia. I quickly noticed many available tax deductions were not taken on her rental property. I amended the return and she received $6,000 back from the IRS. Through this experience, I saw the need for more tax preparation options for the middle-class. At the time, my sister had lower income with 3 children and didn’t think she could afford a CPA. With 4 children of my own, I am thankful I don’t have to choose between a storefront tax preparation franchise or a costly CPA firm. She was charged $400 for the incorrect return filed by the tax prep franchise. At this price, even though she had multiple sources of income, I believe she should have been able to find a CPA who could prepare her return right the first time. I have a passion for helping others by solving their tax issues and minimizing their tax burdens at an affordable price. Please reach out to me for a free estimate or free high-level review of your prior years return.