Noblesville, Indiana · Consulting, taxes included
Tax returns are products.
Advice is value.
I work alongside individuals and small businesses as a consultant — turning your numbers into decisions, and acting as a candid second opinion while you make them. I'm also a CPA, so the tax return, the filing, the IRS notice — that's all handled too.
"Tax is more than a once-a-year deadline. I handle the return, the filing, the notices — and make sure you actually understand what's happening, not just sign where I tell you to."
Why NTM
A consultant first. A CPA also.
Taxes are one part of the picture, not the whole of it. The value isn't measured by hours billed or a single April deadline — it's measured by the time spent together, working through decisions as they come up.
Proactive, not just compliant
Longer, more attentive meetings — not a rushed once-a-year sit-down — so advice happens before deadlines, not after.
A candid second opinion
You make the call — my job is to hand you a clear picture and say so when something doesn't add up, not just nod along.
One picture: you, your business, your family
Bookkeeping, the business return, and the owner's personal return, looked at together — because that's how the money actually moves.
Right-sized attention
From simple individual returns to established businesses doing several million in revenue, handled personally — nothing handed off to a preparer you've never met.
What we do
Six core engagements.
Pick the one you need today, or hand over the whole picture.
Individual Tax Prep
From the simplest return to a household with real complexity.
Business & Entity Returns
S-corps, partnerships, and C-corps — prepared by someone who knows the business.
Bookkeeping & Financials
Clean, current books and a monthly close, so you always know where things stand.
Payroll Coordination
Works alongside ADP, Paychex, or whatever you already use.
Tax Planning & Advisory
Proactive strategy built during the year, while there's still time to act.
IRS & State Representation
Notices, audits, and resolution — including POA setup with the IRS and INTIME.
Let's talk
Work with someone who cares.
By appointment, in Noblesville or remotely. Tell me what you're working through and I'll map a clear next step.