Pete Dillon, CPA, MBA, MS — East Bay, California

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Free, confidential, and no obligation.

Tell me a little about what you're working through and I'll follow up to set up a free, confidential session. No sales pitch — just help.

Not sure if it's a fit? The FAQ covers who this is for, what's in and out of scope, and how confidentiality works.

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Personal Finance & Tax Planning

Getting started — budgeting, saving, cash flow

Managing debt — credit cards, student loans, mortgages, etc.

Income tax planning — withholding, what I actually owe

Housing — rent vs. buy, down payment, property taxes

A big financial decision I'm weighing

Small Business

Strategy & operations

Accounting & bookkeeping setup

Reading & understanding my numbers

Business tax planning

Entity structure — LLC, S-Corp, etc.

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Not sure yet — I just need a sounding board

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I understand this is free, confidential, general guidance — not a substitute for my own tax, legal, or investment advisor — as described in the FAQ.

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