If you own a small business, successful side hustle, or own rental property, you'll pay more in taxes than you need to. If you feel like you're behind where you should be with retirement savings, or don't know where to start with a better tax plan, don't worry- that's how most people feel! I will help you reduce your tax bill, save more for retirement, and understand the best options for paying for college.
In 2010 I became obsessed with optimizing taxes and saving for my own early retirement, when I realized my CPA wasn't being proactive to really help me plan. Many CPAs can point you in the right direction, but very few of them have personally, directly used as many of the advanced strategies as I have.
If you're looking for someone to just clean up your bookkeeping and file your taxes at the last minute, I'm probably not your guy. :) But if you'd like help creating a complete tax savings and retirement plan, and someone to guide you through implementing every detail of that plan, give me a call!
Licensing & Credentials
Services Offered
Tax Specialties
