With over 15 years in the finance sector and a proven track record in entrepreneurial ventures, I've transitioned my focus towards providing personalized tax advice, financial consulting, and strategic business solutions. My educational journey includes an MBA from Babson College, an MPA from Framingham State University, and a business degree from UMass Dartmouth, equipping me with a solid foundation in both business and finance. As an enrolled agent (EA), I am authorized by the United States government to manage complex tax issues for businesses and individuals, leveraging my deep understanding of various tax regulations.
My services extend beyond taxes to encompass comprehensive business and financial consulting. I specialize in devising strategies that not only minimize tax liabilities but also enhance business operations and financial health. My expertise covers a wide array of tax-related fields such as income, business, estate, and retirement planning. For businesses and individuals contending with IRS challenges, I provide expert guidance and representation, relying on my considerable experience in working with government agencies to achieve favorable outcomes.
Away from the rigors of tax and financial consulting, I find joy and relaxation in traversing the United States in my RV, accompanied by my husband and our two dogs, Koda & Bristol. This love for exploration reflects my approach to professional life—navigating through financial and tax complexities with a sense of adventure and a commitment to achieving the best possible results for my clients.
Contact me today to inquire about my services and embark on a path to financial success.
Licensing & Credentials
Services Offered
Tax Specialties
