About
I am a C.P.A., an experienced tax preparer and also a certified financial coach and counselor. I am able to offer all of my clients not only the knowledge and expertise of an accounting and tax professional, but also the insight and empowerment skills of a financial counselor and coach.
My tax clients get a well-prepared return, plus the know-how to create a solid financial plan, and my coaching clients get a financial plan plus knowledge about any tax implications. It's the perfect marriage!
My goal with every client is to help them understand their finances and if applicable, their tax situation, so they have a big-picture view and feel more capable and empowered moving forward.
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Frequently asked questions
What is your typical process for working with a new customer?
I have a free consultation over the phone so I can understand exactly what my client is looking for and how best I can help them. Then we set up an in-person appointment or if preferred, the client can upload and docs to me and we can have a phone meeting.
What education and/or training do you have that relates to your work?
I have a C.P.A. as well as a certification in Financial Coaching. I am also a certified trainer for Financial Counselors through the Cities for Financial Empowerment.
Do you have a standard pricing system for your services? If so, please share the details here.
My pricing is dependent on the services requested.