I didn't build ServiAmigo to be another tax office.

ServiAmigo was built from experience, perseverance and purpose.

My journey did not follow a perfect or traditional path. I built my career while raising a family, managing responsibilities and continuing my education. I earned my accounting degree at 41 — not because the road was easy, but because I knew what I wanted to create.

I wanted to build a firm where small business owners could receive the professional guidance they needed without feeling intimidated, ignored or judged.

Throughout my career, I have worked inside the financial details of small businesses: bookkeeping, payroll, business tax returns, IRS correspondence, financial reporting and compliance. But I quickly learned something important:

They are afraid of missing a deadline. They are afraid of receiving an IRS letter. They are afraid of owing more than expected. They are afraid of making the wrong decision because no one has taken the time to explain their financial situation clearly.

That realization became the foundation of ServiAmigo Tax & Advisory. I created ServiAmigo to provide more than forms, reports and tax returns. I created it to give business owners clarity, structure and a knowledgeable professional in their corner.

Professional guidance should still feel personal.

The name ServiAmigo represents the kind of relationship I want every client to experience.

Together, those two ideas define our approach: professional expertise with a human connection.

You are not just an account number. You are not just another tax return. And you should not have to explain your entire business again every time you need assistance.

At ServiAmigo, we take the time to understand where your business is today, where you want it to go and what may be standing in your way.

Clear answers. Honest guidance. Year-round support.

We help you understand the story behind your numbers.

Accurate bookkeeping and timely tax filings are essential, but they are only the beginning. Your financial records should help you answer important questions:

• Is the business truly profitable?
• Can you afford to hire another employee?
• Are you setting aside enough for taxes?
• Are your expenses increasing faster than your revenue?
• Is your business structure still appropriate?
• Are you paying yourself correctly?
• What should you improve before the next tax season?

Our role is to help you move from uncertainty to clarity. We organize the financial information, explain what it means and help you identify the next responsible step for your business.

Built for business owners who are ready for greater clarity and control.

ServiAmigo Tax & Advisory works with small business owners who want more than a transactional relationship with their accountant. You may be a good fit for our firm if:

• You are growing but your bookkeeping has not kept up.
• You do not know exactly how profitable your business is.
• Tax season creates anxiety because your records are not ready.
• You have received an IRS or state notice and do not know where to begin.
• You need help managing payroll or business compliance.
• You want to understand your financial reports and make better decisions.
• You are tired of receiving answers without explanations.
• You want a professional who understands the numbers but also understands the person behind the business.

Education, experience and continuous growth.

My commitment to my clients is supported by years of accounting and tax experience, professional education and continuous training. My background includes:

• Bachelor's degree in Accounting
• Graduate-level education in Accounting and Tax Planning
• Experience preparing and reviewing individual and business tax returns
• Bookkeeping and financial cleanup for small businesses
• Payroll administration and compliance
• Business formation and entity support
• IRS correspondence and tax compliance assistance
• Experience working with partnerships, S corporations, corporations and self-employed business owners
• Extensive experience with QuickBooks Online and small-business accounting systems

I continue developing my knowledge because tax laws, technology and business conditions continue to change. My clients deserve guidance that is not only personal, but also informed, careful and current.

Because clarity changes the way you operate your business.

When your books are organized, your obligations are understood and your financial information is current, you can make decisions differently.

You can plan instead of react. You can prepare instead of panic. You can evaluate opportunities with real information. You can approach tax season with greater confidence. You can spend more time leading your business and less time wondering what may have been missed.

That is the experience we are working to create for every ServiAmigo client.

You do not need to know everything about accounting to run a successful business.

You simply need the right systems, accurate information and a trusted professional who is willing to explain what matters.

I know how much responsibility comes with building something of your own. I also know how discouraging it can feel when the financial side of the business becomes confusing or overwhelming.

My purpose is not to make you feel judged for what has not been done. My purpose is to help you understand where you are, correct what needs attention and build a stronger path forward.

You have already taken the courageous step of building your business. You should not have to navigate the financial side alone.