Tax prep is me preparing your taxes and submitting them to the IRS and other taxing authorities on your behalf. Tax planning is me advising you on how to maximize and document your deductions throughout the year, plus reviewing your most recent tax returns and other financial documents to help you take the right actions all year so you get the best tax results in the future. 

If you pay taxes, tax planning is for you! It doesn’t matter if you’re a single filer, a parent, or a small business owner. Tax planning helps you make the most of your situation now and saves you money down the line. Let’s chat, and we’ll assess your unique needs.

I don’t just prepare your taxes—I help you plan and keep more of your money for future returns (tax planning). Plus, I use technology and apps from beginning to end that streamline and eliminate paper shuffling and the time consuming emailing back and forth or digging through emails for attachments that can make tax season so stressful.

It’s simple! Fill out the easy questionnaire here FREE TAX QUOTE and I’ll give you a quote right over the phone. From there, we’ll guide you step-by-step through the process using our secure client portal to keep everything organized and safe.

You can schedule any and all types of consultations for 1-Time or Discounted Bundle at the bottom of the SERVICES page. 

You'll want to join my COMMUNITY where I give tax tips, live trainings and Live Q&A designed for you to LEARN.  If it's for a business, you'll want to check out my accounting & financial skills training company for the step by step and programs designed for young or new business owners. Check out www.YourMoneyDr.com to learn more.