We Offer:
  • Tax Planning
  • Tax Coach
  • College Planning
Last Updated: Mar 28, 2024

  Welcome

When is the last time your tax accountant called you and said "Listen, I have an idea that will save you money..."?
 

 Are you 100% confident that you are taking advantage of every tax-saving opportunity available to you? 
If you aren't getting proper proactive tax advice in running your business or managing your investments, there is a very good chance you have been overpaying your taxes year after year. 
 
If you own your own business or invest in real estate, you really need more than just a "tax preparer". You need a true proactive tax advisor that can analyze your taxes and give you a customized plan to strategically take advantage of all the tax breaks and deductions that are legally available to you.
 
If you own your own business, are starting a new business, work as an independent contractor, invest in real estate, or if your tax situation has gotten more complex, you may have outgrown your current accountant.  My services are primarily suited to provide a plan to help you keep more of your money.
 
Call or email today to discuss how I can reduce your taxes.  I will perform a tax analysis for you and diagnose whether you are making expensive tax mistakes, or missing out on valuable opportunities.  
 
If you are making common tax errors or missing out on opportunities, then every day that goes by you are losing money. 
 
You work hard for your money.
 
I will work hard to help you keep it.
 
Call Today for a Free Tax Analysis!
 
“Avoid what’s called a red flag. That’s something the IRS always looks for. For example, let’s say you have some money left in your bank account after paying taxes. That’s a red Flag.”
Jay Leno
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