About
We help our clients get clarity on their tax situation and take a proactive approach to minimizing taxes to the least amount legally possible.
I enjoy meeting new people and helping them understand their specific tax situation. Taxes are typically the largest expense someone will have over their lifetime. It is important to have a good understanding of how to reduce this as much as possible with legal strategies.
Reviews
Ann D.
Frequently asked questions
What is your typical process for working with a new customer?
We do an introductory call to make sure there is a good fit. Once we both decide to move forward, we schedule and onboarding call to make sure we get everything we need to do a good job and that we answer any questions that may come up as to process or follow up items.
What education and/or training do you have that relates to your work?
Multiple degrees and designations including Bachelor of Science, Certified Financial Planner, Enrolled Agent, Chartered Financial Consultant, Chartered Life Underwriter, National Tax Practice Institute Fellow.
Do you have a standard pricing system for your services? If so, please share the details here.
Our pricing is based on the level of work you would like for us to do along with income level of the business. We are incentivized to help you grow so we both make more money!
How did you get started in this business?
Most practitioners in the accounting and tax field are not very proactive with their clients. We saw a need to provide forward-thinking advice and guidance that most small business owners need that isn't being provided in the market.
What types of customers have you worked with?
Small business owners, entrepreneurs, physicians, real estate agents, real estate investors, business executives and independent contractors.
Describe a recent event you are fond of.
Just completed the Jekyll Island Turtle Crawl Triathlon! It was a blast!
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure you align with the right partner to grow. Most people try to skimp on the back office help and support only to regret it later.
What questions should customers think through before talking to pros about their needs?
Will you be able to grow with the business?