I have been an Enrolled Agent since 1991 and a tax preparer since 1984. So, 2020 will be my 36th year providing these services. I also hold securities licenses 6, 63 and 66 along with insurance licenses in life and health.
We provide both tax and financial consulting, tax preparation (individual, business and fiduciary) and planning, insurance services and a host of planning services. Our main focus is to help you avoid making costly mistakes when it comes to both tax and financial planning. This, in turn, helps you to grow your nextegg without running into costly tax issues and allows for better growth in your portfolio.
Working with all the wonderful people I see every year, or more often, in some cases.
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