I am a certified public accountant as well as a certified financial planner who not only talks the talk but walks the walk! I have owned my accounting firm since 2013 after working for a large regional firm for 10 years. My husband and I are also the owners of an operating family farm as well as owning and investing in residential and commercial real estate, with short-term, long-term, and vacation rentals. I self-direct my retirement accounts and I am a big believer in educating clients on business and tax strategies, and efficient accounting techniques as well as teaching families to invest and grow their wealth.
I love building relationships with my clients and can genuinely say that all current clients have become good friends. Almost all new clients come from referrals, which means (humbly đ) that I must be doing something right! My main goals are that: 1) you look back at our relationship in a few years and you are glad you hired me; 2) your wealth has grown; 3) you understand your tax strategies and are excited about learning more. I use proactive tools and advanced education, to stay on the cutting edge of strategies to help you save taxes, build wealth, and feel better about where you are headed and how you are getting there.
https://calendly.com/ssfinancial_maggie/discovery_call?month=2024-05
Licensing & Credentials
Services Offered
Tax Specialties
