TAX PLANNING

Tax planning that actually feels human

I work with friendly people and small business owners who want to be proactive without getting buried in jargon.

We’ll look at where you are now—W‑2, pensions, Social Security, rentals, S‑corp, Partnership, SE tax, tax bracket optimization, entity structuring —and map out the handful of moves that matter, not a 40‑page binder you’ll never read.

Together we’ll dial in withholding and estimates, decide how Roth vs. traditional and RMDs fit your real life, Solo 401k's, SEPs, and lay out a sane plan for S‑corp salary/analysis, equipment, depreciation, vehicles, rentals, NM PTET, and more.
Real estate planning-cost segregation studies, 1031 exchanges, REP status, RE reporting, and more.

You leave with a clear, written game plan for this year and next, a short list of action items, and a sense that your taxes are finally aligned with how you actually live and work.

How it works is simple:

Discovery call (15–30 minutes) – You send over a prior‑year tax return and/or current year‑to‑date financial statements. We talk through your situation, and I tell you honestly whether planning is likely to move the needle.
Planning session – We review specific moves for this year and next, anchored in your actual numbers, with dollar estimates where possible.
Implementation & check‑ins – I help you execute (entity changes, payroll tweaks, contributions, timing of big expenses) and we revisit before year‑end so your plan stays aligned with your life, not just the code.