Our firm provides strategic, quality planning based on the clients goals and objectives. We go beyond the basics of accounting, tax, and wealth management using a team approach. We provide measurable plans that are deliverable so that we are held accountable. I am passionate about planning and helping my clients obtain their goals. Holistic planning is essential to a strong relationship and that relationship, spending time with my clients, is what I truly enjoy. I put emphasis on strategic analysis with a deliverable outcome....

I’ve been a tax professional for over 20 years. I pride myself in making your money matter. I’m honest and do a thorough job when preparing my clients tax returns.

What makes our service unique is our proactive tax planning. It is impossible to expect to pay no taxes and make a profit or wages. Besides why would you want to play with funny money, there are plenty of legal IRS strategies that will help you pay lower taxes! We only use legal strategies that are right from the IRS books. Taxes can be very overwhelming and frustrating. I enjoy not only helping someone with their tax situation, but I truly enjoy helping them understand the process whether it be a deduction or credit explanation, or answering the "Can I do this?" or "How does this work?" type questions. My passion is helping others understand...