Prompt CPATax strategy built for people who move fast.
Personalized tax preparation and year-round advisory for individuals, freelancers, and business owners — from someone who has spent 15+ years inside both tax practice and financial technology.
A proactive partner, not an annual fire drill.
Tax prep, strategic advisory, and bookkeeping under one roof — so nothing falls through the cracks between January and April.
What I do
Three ways to work together — pick one, or all three, depending on where your finances need the most attention.
Tax Preparation & Compliance
Accurate, on-time, fully electronic filing for individuals and small businesses — so every deadline is met and every return holds up.
- Individual Income Tax Returns (1040)
- Business Returns (Partnerships, S-Corps, C-Corps)
- Multi-State Filing & Compliance
- Amended Returns
Strategic Tax Advisory
A CPA should do more than review your past — proactive planning that keeps more of what you earn, legally, before the year closes.
- Year-round tax planning
- Estimated tax payment management
- Entity selection & restructuring advice
Bookkeeping & Financial Reporting
Clean, current books are the foundation of every good return and every good decision — no scramble come tax season.
- Monthly categorization & reconciliation
- Financial statements (P&L, Balance Sheet)
- Rental & Schedule C-ready bookkeeping
What clients say
I've worked with several accountants over the years, but Warren truly lives up to the name. He handled my tax preparation incredibly fast without sacrificing any attention to detail.
Warren is more than just a tax preparer. As a tax advisor, he helped me identify thousands in deductions I had overlooked. His proactive planning has saved me so much stress and money.
Tax season used to be a source of major anxiety for me. He is professional, transparent, and available to answer my questions. I finally feel confident my taxes are handled with accuracy.
Request a quote
Tell me a bit about your situation and I'll follow up with next steps — usually within one business day.
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