Tax · Advisory · Trust · Multi-State
Smart tax guidance, without the guesswork.
I'm Christina, a CPA with over 25 years of experience helping individuals, business owners, and trustees plan ahead, stay compliant, and make confident financial decisions.
Services
More than filing returns.
Tax preparation, planning, and compliance in one place, so every decision fits your bigger picture.
Tax Preparation
Annual filings for individuals, businesses, and trusts, prepared accurately and typically for a fixed fee.
Advisory & Consulting
Year-round tax planning and business advisory support, so you can decide before the deadline instead of after it.
Stock Option Guidance & Retirement Planning
Clear guidance on equity compensation such as stock options, including when to exercise or sell and what it means for your taxes. Retirement planning support to help you contribute, withdraw, and time your income in a tax-smart way, so your savings go further.
Multi-State Compliance
Support for staying compliant when your income or business activity spans more than one state.
Who I Help
Built around the way you actually earn and invest.
Individuals and families
Professionals and retirees whose finances go beyond a simple W-2, including equity pay, investments, and rental income.
Business owners
Businesses and self-employed professionals who want tax strategy working year-round, not a once-a-year scramble.
Trustees
Trustees and fiduciaries who need a trust’s returns filed accurately and on time.
How I Work
Completely digital. Refreshingly simple.
I use TaxDome, a secure online client portal, so everything lives in one place. A proactive, collaborative approach helps you stay ahead of tax issues and reach your long-term goals. Learn more about TaxDome
In your portal
- Upload and access files
- Provide approvals
- E-sign documents
- Pay invoices
- Send messages
- Track tasks
Fees and communication
Annual tax preparation is typically a fixed fee. Other services are billed at my standard hourly rate.
I am available by email, phone, or Zoom and Teams for ongoing communication.
About
Hello, I'm Christina.
I'm a CPA with over 25 years of experience helping individuals and businesses navigate complex tax and accounting matters. I provide personalized, year-round service focused on clarity, accuracy, and long-term results.
Whether you're an individual, business owner, or trustee, I'll help you make confident financial decisions and minimize your tax exposure. My goal is to make tax planning approachable and proactive, so you always have a trusted advisor on your side.
Outside of work, I enjoy the outdoors and traveling with my husband and two teenage sons.
Contact
Contact Christina
Thank you for your interest. I am not accepting new clients at this time due to current capacity. Please check back in the future.
Existing clients can sign in to the Client Portal to send messages and access files.