Hi, Nice To Meet You!
I’m a public speaker, author, and business owner for almost 30 years working with families and the businesses they love. My motto: tax planning is not just for the wealthy! If you pay taxes, you need to think FORWARD to pay less.
I show you how a simple return can make life easier now by creating extra money you didn't know you had, and then use that same tax code to grow it and protect it from more taxes later!
Three Areas Of Service I Provide:
THE NOW - TAX PREPARATION
Easy tax prep with step-by-step guidance, a simple questionnaire, and secure filing. Get a quote fast!
THE PAST - TAX NOTICES
Got a tax notice? Don’t panic. I’ll help you understand it, respond correctly (including amendments) —so you can rest easy.
THE FUTURE - TAX PLANNING
We review your latest returns and financials (if a business applies) to find savings in the future!
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Tax Planning Consultations
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Join the ranks of successful families who have taken their finances to new heights with my expert guidance. Don't miss out on these invaluable tips—your journey to simple step-by-step and long-term wealth starts here.
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