Planning-Focused Tax Help for Today and Tomorrow
I’ve spent more than 20 years helping individuals, families, and business owners handle complex tax situations. I focus on planning ahead so you can make decisions with fewer surprises. Together, we’ll keep your taxes on track and aligned with your long-term goals.
20+ Years Experience
BOERNE, San Antonio, & surrounding areas
Planning-Focused
My Approach to Your Success
- Proactive planning to reduce surprises
- Personal, trust-based relationships
- Year-round, dedicated strategy
- Plain-language explanations
- Focused on local San Antonio needs
With over 20 years in public accounting throughout San Antonio, Michelle "Missy" provides dedicated tax preparation, IRS representation, and bookkeeping support for individuals and closely held businesses. The proactive approach is designed to reduce surprises and provide clear, plain-language guidance that uncomplicates your tax obligations and builds a foundation of long-term trust. By prioritizing year-round strategy, Missy moves beyond simple compliance to offer true financial partnership that helps you focus on what matters most—scaling your legacy.
Missy provides specialized, planning-focused tax support for high-net-worth individuals, trusts, and closely held business owners who deserve a proactive partner to minimize surprises and maximize clarity.
Tax Preparation & Compliance
- Individual Tax Returns
- Trust and Estate Returns
- Gift Tax Compliance
- Multi-state Filings
Tax Planning & Advisory
- Entity Structuring
- S-corp Elections
- Long-term Tax Strategies
- Proactive Year-Round Support
IRS Representation
- IRS Notice Support
- Audit & Examination Representation
- Tax Controversy Resolution
- Penalty Abatement Requests
Bookkeeping & Business Support
- Bookkeeping & Payroll Coordination
- Real Estate & Specialized Support
- Oil & Gas, Farms & Ranches
- Closely Held Business Guidance