Hi, Nice To Meet You!
As a speaker, author, and New Orleans-based business owner for nearly 30 years, I help business owners — and those ready to become one — in New Orleans, Louisiana, Texas, and nationwide use their tax savings to plan strategically for the future
My motto: tax planning isn’t just for the wealthy!
Whether you're still earning a paycheck and building a side business, or scaling your company, I show you how simple tax return tweaks can unlock money you didn’t know you had — and how to use those funds to reinvest, and protect it for years to come.
Three Areas Of Service I Provide:
THE NOW - TAX PREPARATION
Tax preparation for business owners means more than entering forms. My streamlined process looks beyond the filing itself — helping you understand what’s deductible so you reduce taxes now and position yourself better for future filings.
THE PAST - TAX NOTICES
Behind on filings or received a notice? I translate it into plain English and give you clear, step-by-step guidance to resolve the issue efficiently — so you can rebuild your foundation and move forward strategically.
THE FUTURE - TAX PLANNING
For business owners, planning doesn’t start with a 401(k) — it starts with the taxes you just paid. I review your returns to identify what’s driving your tax bill, where money is leaking, and which adjustments can legally reduce what you owe next year.
ON DEMAND
Learn How Your Paycheck Can Fund Your Business!
ONE ON ONE
Tax Planning Consultations
GROUPS
Presentations & Events
Coming 2026!
Stuck Financially? I've Been There! In This Book, I Share What Worked!
Thinking Stage? Start Here: Build the Financial Foundation for Your Business
Build Wealth From A Job!
Learn simple strategies to make the most of your paycheck, save smarter, and grow your financial foundation.
$7
Got a Business Idea? Get This!
Get the tools and guidance you need to plan, budget, and launch your business with confidence.
$FREE
Get a Bigger Paycheck!
Discover hidden money in your paycheck, optimize spending, and free up cash flow for what matters most.
$FREE
Don’t Let Finances Overwhelm You—
Take Control Now!
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Join the ranks of successful businesses 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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