The small business tax accountant you've been looking for
Let's talk numbers in plain English.
I'm a small business tax accountant for owners in Oregon, Washington, and California who want a CPA who actually explains the why.
You bring the questions, I'll bring the answers.
How I got here…
Fun fact: I didn't start out in accounting.
I was a journalism major in college. Numbers weren't "my thing" at first, but I learned accounting from the ground up and ended up falling in love with it. There's something about the balance, order, and problem-solving that just clicks.
And yes, I'm one of those weird people who enjoys preparing tax returns and cleaning up messy books.
I thought my big dream was the corner office.
Spoiler: not for me.
I started my career in 2008 at a small firm in The Dalles, Oregon, where I was on the partner track.
By 2013, I was over it. I struck out on my own, and while running a business isn't all rainbows and unicorns, I wouldn't trade it. I get to do meaningful work for clients I genuinely like working with. That's the good stuff.
At the heart of it, I'm here to help you feel confident about your numbers.
Most clients come to me with backlogged books or unfiled returns, and within a year, they're caught up and actually comfortable talking about their finances.
That transformation is the whole reason I do this work.
A virtual firm, built for real life
My practice is officially Uplevel Your Accounting LLC, and it's 100% virtual. That means no physical office and very few in-person meetings. Honestly, it works better for everyone. No traffic, no parking, and you can upload docs whenever it fits your schedule.
Running a virtual firm also means I get to build my days around my household. Some days I'm at my desk powering through client work. Other days I'm taking long walks with my dogs and sprinkling in a few calls.
Also: soft pants every day. Highly recommend.
I run a high-touch, low-volume firm on purpose. Most tax accountant for small business setups try to take on as many clients as possible. I'd rather give each client personalized attention, quick responses, and a real working relationship than treat you like a number.
A few things to know about our work together:
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Office Hours
You can usually reach me by email Monday through Thursday, 9am – 4pm PST. I don't work Fridays (that's dog training day 🐾).
I aim to respond within 24 – 48 hours, except for vacations, holidays, or sick days.
Prefer a call or video meeting? That's always an option.
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Paperless Office
Please don't send me your shoebox of crumpled receipts 😂. Every client gets a personalized checklist of the documents I need, so you'll always know exactly what to send.
Everything gets uploaded as PDFs. No scanner? No problem. Adobe Scan is free and turns your phone into one. On a computer, Microsoft to PDF or CutePDF Writer works.
Bonus: with a paperless office, your private documents aren't sitting on a desk in case of a break-in.
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Security
I use a client portal for all file transfers. It’s secure, keeps your sensitive info out of harm’s way, and allows you to access your files any time, day or night.
Protecting your information is something I take seriously.
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Flat Rate Pricing
Nobody likes surprise bills, least of all me. That's why I charge flat rates for tax returns and accounting. No random invoices based on six-minute time blocks. The services page lists starting prices, and if your project runs higher, you'll know upfront before I start.
What I stand for:
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I believe good business starts with respect, inclusion, and humanity. My firm welcomes clients of all backgrounds, identities, and lived experiences.
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I value honest communication, mutual respect, and clear boundaries (for me and you). I choose to align my business with people and organizations that support equity, dignity, and human rights for all.
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Hate speech, racism, sexism, homophobia, transphobia, or discriminatory behavior of any kind will not be tolerated and offenders will be promptly removed as a client.
Sound like your kind of CPA?
If you've read this far, we're probably a good fit. Take a look at the packages and let's see if one feels like the right next step.