As a Certified Financial Planner® (CFP®) and Enrolled Agent (EA), I specialize in providing personalized tax preparation and strategic tax and financial planning services to individuals and small business owners. I am a fee-only fiduciary and work with all clients virtually. Services I offer include: • Accurate, timely tax preparation for individuals, small businesses, landlords, military personnel, and more • Proactive tax planning strategies to minimize your tax liability throughout the year and prepare you for future tax obligations • IRS and state representation, to assist in resolving tax issues and navigate audits or disputes • Advice-only financial planning to address cash flow, retirement needs and drawdown strategies, estate issues, and much more
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
We spend our money upfront (No upfront cost to your business) and we are only paid if we find savings and benefits for you on a percentage basis. We help Main Street and Mid-Market Businesses and even Fortune 500 Companies become more profitable, grow and thrive through our Platforms and Services through our 11 Divisions. We find thousands and tens of thousands and even hundreds of thousands of dollars for our Business Clients. Book a call and lets talk. 1-800-758-0232.
