Charleston, SC · 13 Years Experience

Tax Help That Actually Makes Sense.

From a simple personal return to ongoing planning for a growing business, I focus on clear advice and accurate, on-time filing — no jargon, no surprises, whatever your taxes look like.

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About

Meet Jeremy

I’m a CPA based in Charleston, South Carolina, and for the past 13 years I’ve focused on one thing: taking the guesswork out of tax season, whether that means a simple personal return or ongoing planning for a business.

Some of my clients need a straightforward personal return. Others are running a business or piecing together income from a handful of 1099s. Either way, I offer more than a once-a-year filing — tax planning and advice are part of what I do, whether that’s a single strategy session or ongoing work throughout the year. I’d rather be the person you can call in June, not just April, so there are no surprises when it’s time to file.

I also work well alongside the rest of your financial team. If you already have a bookkeeper keeping your books or a wealth advisor managing your investments, I’m glad to coordinate directly with them rather than operate in a silo — my job is to make sure the tax side supports the bigger picture, whoever else is involved, so you actually reach your goals.

How I Can Help

Two Ways I Work With Clients

Most of my work falls into one of two buckets — find the one that fits, or reach out if you’re not sure.

For Individuals

Your Return, Plus a Real Plan

A personal return is rarely just data entry — a new job, a stock sale, a home purchase, or retirement on the horizon. I prepare accurate personal returns and tax planning for anyone who wants real strategy behind the numbers.

Federal & state individual returns
Prior-year catch-up and IRS notice resolution
Tax planning available year-round
Personal attention from an experienced CPA

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For the Self-Employed & Business Owners

Freelance, Contract, or Run a Business?

Freelancer, contractor, consultant, gig worker, small business owner — if you get a 1099 instead of a W-2, I’ll help you cut through tax complexity with clear planning and accurate, on-time filing.

1099 & self-employment tax preparation
Proactive, year-round tax planning
Coordination with your bookkeeper or wealth advisor

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Why Clients Work With Me

What You Can Expect

Direct Access to Me

No account managers, no hand-offs. When you call, you get the CPA who actually knows your file — whether you run a shop or just freelance on the side.

Plain-Spoken Advice

I explain what matters for your situation, not in tax code jargon. You’ll always know why — even if you’ve never thought of yourself as “running a business.”

Planning, Not Just Filing

I’d rather help you plan for a good outcome in June than clean one up in April.