I am a subject matter expert in tax planning, specializing in Christian-based, family-centered strategies and real estate tax planning. With a comprehensive background encompassing LLC maintenance, S-Corp tax planning, and the intricacies of managing and growing businesses, I bring a wealth of knowledge to his clients. My expertise extends to areas such as college education cost planning, navigating FAFSA/CSS processes, and advising on rental property investments. I am particularly passionate about empowering hard-working parents to foster financial accountability in their children, ensuring family wealth sustainability, and making college costs more affordable through strategic tax planning.
As a trusted tax advisor, I possess a deep understanding of IRS rules and regulations. Clients respect my proficiency in providing tax-saving tips tailored for various life stages, from Mother's Day tax-saving advice to valuable insights for children, moms, and grandmas. My commitment to education is evident in my engaging workshops and classes, where I generously share my experiences and knowledge. I also have diverse skill sets, encompassing family foundations (990PF) and Christian faith-based tax planning, makes me a good resource bank of tax wisdom. Many attest that even implementing a fraction of my advice has significantly enhanced their family's tax efficiency. With a successful track record, I authored two tax planning books on Amazon. Contact me today to save your taxes.
Licensing & Credentials
Services Offered
Tax Specialties
Where I Provide Services
