Tax preparation, financial consulting, and business advisory for entrepreneurs and real estate investors across the country. Sharp, responsive, and built for operators who want real guidance.
Individual and business tax preparation for small business owners, freelancers, and real estate investors across North Carolina.
W-2 income, investment accounts, and standard deductions.
Freelancers and sole proprietors with business income and deductions.
Rental income, depreciation, and real estate investor returns.
1120-S and 1065 filings for small business entities.
Additional state filing for each state beyond North Carolina.
Catch-up filings for prior tax years with late penalty guidance.
Three tiers of monthly advisory designed for where your business is right now — and where it's going.
For freelancers and early-stage business owners who want consistent financial visibility.
For established small business owners who want active tax planning and a real advisor relationship.
Not ready for a monthly plan? These standalone sessions are a great starting point.
One-hour deep dive into your personal or business credit profile — full review and written action plan included.
One-time analysis of your P&L, cash flow, and expense structure with recommendations you can act on immediately.
Pay by the hour for strategic financial guidance — tax questions, planning, investment analysis, or business decisions.
I founded Pintail Financial Group to give small business owners across the country access to sharp, practical financial guidance — without the large-firm overhead or the runaround.
I grew up competing — hockey and baseball at St. Thomas Academy, where I graduated in 2025. That same mentality is what pushed me to build Pintail Financial Group while most people my age were still figuring things out.
I'm a PTIN-registered tax preparer, licensed NC Real Estate Broker, EA credential candidate, and a Student Ambassador at Wake Technical Community College. But credentials only go so far. What I actually care about is building real relationships with the people I work with — understanding your business, your goals, and earning your trust over time.
Financial guidance works best when it's personal. I'm not here to run through returns and move on. I'm here to be someone you can actually call.
Based in Apex, NC. Serving clients nationwide — all engagements conducted virtually.
Fill out the form and we'll be in touch within one business day to discuss your situation and next steps.