Tax · Advisory · Divorce Financial Analysis

Clarity for your money. Confidence for what's next.

Complex books, past-due years, a divorce to untangle — steadied by a licensed CPA who has seen it all and stays calm.

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By appointment · Greenwich, Connecticut

01 Services

01

Tax & Accounting Advisory

Year-round guidance and clean, accurate returns for solopreneurs and small businesses.

02

Divorce Financial Analysis

Clear, careful analysis of the numbers behind a divorce — steady support when it matters most.

03

Complex Multi-Organization Books & Restructuring

Tangled books across multiple entities and past-due years, beautifully reconciled, untangled, and optimized for strategic clarity.

04

Tax Filing for Past-Due Years

Behind on filings? Quietly brought current, one year at a time.

02 Representative Engagements

Anonymized · Client identities withheld for confidentiality

The clients stay private. The work can speak plainly.

The Clean Break

Restructuring a $12M Marital Estate

Untangling a web of joint business entities, cross-collateralized real estate, and hidden liabilities during a high-conflict divorce — delivering total financial clarity for legal counsel.

The Corporate Restoration

Multi-Entity Cleanup & Compliance

Stepping into a fast-growing, multi-state organization carrying three years of backlogged, chaotic bookkeeping. Rebuilt from the ground up, fully reconciled, and prepared for a clean tax filing.

The Sovereign Portfolio

Ongoing Advisory for High-Net-Worth Solopreneurs

Continuous, year-round tax-mitigation strategy and clean financial oversight for a high-earning digital portfolio — turning seasonal tax panic into permanent peace of mind.

03 A private starting point

The Financial Preparation Guide

What to gather — and what to quietly watch for — before a high-asset divorce.

  • The complete document inventory to assemble before you file
  • Early signals of undisclosed accounts, entities, or distributions
  • How to organize years of records so your attorney can move quickly

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