I get it. The last thing you want to tackle is tax planning. But what if you worked with someone who really listened? and someone who worked with you not just as a client, but as a partner?
Emerald Sky Financial was launched in 2018 with a singular vision in mind: To build a small, supportive tax practice that didn’t have “clients” but instead had partnerships. No matter what your tax situation is now, one thing is for certain…it will change. Births, marriages, death, career changes, property purchases, an experiment with cryptocurrency or meme stocks, selling off Gramma’s silver tea service; all of these are taxable events. When we work together my goal is to make it a long-lasting and enjoyable partnership for us both.
When you work with Emerald Sky Financial, you work with me. You won’t have to explain to a different associate every year how many children you have or what the basis in your primary property is. If you change jobs mid-year, you won’t have to figure out how to adjust your Federal withholding amounts. If you have to pay estimated taxes, you’ll get a reminder. If you get a notice from the IRS, I’ll translate it for you. That sinking feeling you have before April 15th will be gone, because you’ll know that your return is taken care of by an expert.
As an Enrolled Agent, I have earned the highest credential awarded by the Internal Revenue Service. There are ethical standards and yearly education requirements which are all in place to guarantee your return is professionally and securely handled. I do the work every day to stay on top of tax law changes, news, and trends so you don’t have to.
In addition to traditional tax preparation and planning services, I offer business services such as quarterly financial reporting and reviews, QuickBooks Online support and file creation, and tax strategy optimization and preparation, year-round personalized business coaching, goal setting, risk and compliance management recommendations, and resource sharing.
Ready to stop worrying? I’d love to hear from you. Use the contact form to get in touch!
Contact
➤ LOCATION
Portsmouth, NH 03801
☎ CONTACT
hello@emeraldskyfinancial.com
Let’s Get Started!
starting a business but don’t know where to…well…start?
You may have registered an LLC, but how should you file your tax return? As a Sole Proprietorship? An S-Corp? What’s the best way to stay organized and keep an eye on your bottom line? I LOVE working with new businesses! It’s a thrill to see clients go from their first sale to a well-oiled machine. I can help take you there with a new QuickBooks Online file, a data room, tax optimization strategies you may not know about and lots and lots of caffeine.
QUICKBOOKS ONLINE SUPPORT
Unlimited QuickBooks Online phone support, product recommendations, discounted subscriptions and troubleshooting.
Business coaching and planning
Once you’ve gotten your business up to speed, where do you want it to go? Emerald Sky Financial helps you set goals and create a map to reach your optimum potential. How should you track your mileage? Is that business meal deductible? Can you have a home office? It’s easy to lose sight of the future while juggling the day-to-day of a thriving business, but don’t worry. I’ll keep you on track.
PERSONAL AND BUSINESS Tax Strategy Optimization
Wouldn’t you rather have year-round ready business financials instead of a big, panicked clean up in January? Or knew for sure that your new solar panels qualify for a tax credit instead of depending on your “buddy” for tax advice? Regain your peace of mind with quarterly financial reviews, recommended tax strategies and the knowledge that you have a professional who’s got your back.
TAX RETURN PREPARATION
I prepare a range of returns including personal (1040) and business (Schedule C & 1120S), as well as 1040s that include rental property, trust, or investment income; exercising employee stock options; final 1040s (yes, a return still needs to be filed when you die); and trust returns. Please contact me for a complimentary 15-minute meeting to discuss your unique tax picture.
RESOURCE SHARING
What’s the best timesheet app? How do I find a dependable POS system? I need a rock star insurance broker! Your time is better spent on your business. Why make twenty calls to find a great estate lawyer when you can make one? I love connecting clients and professionals to create a great fit.
Let's Talk.
I understand. There are so many other things you’d rather do instead of filling out this contact form...like eat a yogurt or clean out the dust bunnies from under your sofa. But admit it, there is something intensely rewarding in taking that first step in gaining control of the financial future of your business. It’s not as painful as you think it is, I promise.
All inquiries are confidential.