Individual income tax preparation and filing (Form 1040, Schedules A-F, SE, 1-3 and additional forms, e.g., 4562, 8995/8995-A), business tax preparation (partnerships, S-corporations, C-corporations), nonprofit tax filings (Form 990, 990-EZ, 990-N), multi-state tax filings, state income tax returns (individual and business), sales/use, payroll and withholding filings, local and municipal business tax filings, and amended tax returns

Recording daily financial transactions, accounts payable/receivable, reconciling bank/credit card statements, processing payroll, tracking expenses/receipts, general ledger, generating financial reports (e.g., balance sheets, P&L statements), paying bills, and assisting with budgeting and forecasting.

Annual and rolling budget preparation, cash-flow monitoring and forecasting, revenue and expense forecasting, financial modeling for decisions and growth, monthly close oversight and financial statement review, margin and variance analysis, pricing and unit-economics analysis, KPI development and performance tracking, cost controls and spend discipline, risk management, banking and treasury management, board-level reporting and advisory, investor and lender communications, capital planning and fundraising support, contract and commercial review, systems and workflow optimization, audit and compliance coordination.

401(k) and IRA planning, pension analysis, estate planning and trust strategy, FAFSA and education savings strategy, cost projections for college, net worth analysis, debt management, and life event financial planning

Data strategy and architecture design, open-source intelligence (OSINT) collection and validation, data integration from public, proprietary, and internal sources, data cleaning and normalization, exploratory and statistical analysis, KPI and metric design, dashboard and report development, trend and anomaly detection, forecasting and scenario analysis, market and competitive intelligence, risk and exposure analysis, decision-support modeling, automation of data pipelines, documentation and reproducibility practices, and stakeholder briefings.

Grant research, proposal writing, federal contracts and grant applications for labs/research, business and individual grants, program design, budget creation and justification, and grant writing training

Global tax strategy, cross-border entity structuring, expatriate/inpatriate tax matters, FBAR, FATCA reporting, transfer pricing strategies, foreign tax credit planning, M&A tax, and VAT/GST compliance

Creating, editing, and formatting documents, reports, powerpoints, graphic design, coordinating meetings and appointments, organizing files and emails, data entry, event planning, vendor liaison, managing projects and deadlines

Designing board governance structures, developing charters and governance policies, committee structure design, board skills matrix development, CEO advisory, market expansion strategies, mergers/acquisitions strategy, risk strategies, and regulatory compliance