About
You Started Your Entrepreneurship Journey For A Reason, I Help You Chart Your Course
Why did you start your business? Was it to sell a unique product? Provide a quality service? A desire to work for yourself? Or perhaps the pursuit of freedom?
Your motivation is your definition of success. My job is to help you get there.
Whether you need help tracking income and expenses, projecting your tax bill for the next year, or finding legal ways to keep more of your hard earned money, I am here to navigate business ownership with you.
Here You Are Enough
When friends and family would ask me for help with their taxes because their accountant was not responding to their emails, I was heartbroken to hear they felt so neglected and overlooked, like their account wasn’t “big enough” to have their questions be important. I am from a small town and know what it is like to be overlooked because you aren’t big enough. Because I know that feeling, I started my business. I want clients treated with dignity. I want my clients to know that their questions, thoughts, and dreams are worthy of consideration. I want to be their partner on the journey.
Going Beyond Taxes
Taxes are the foundation. I go further with proactive service and customized solutions.
As a fellow entrepreneur, I understand the ups and downs of owning a business. As a CPA and CFP(R), I have the experience to help you navigate them. I value communication and truly want my clients to understand their taxes. The more you understand your taxes, the more you are empowered to make better business decisions. I also value responsiveness. In my own business, I appreciate prompt responses and seek to treat my clients as I like to be treated. Particularly, when a client has taken the time to ask a question, it is because the issue matters to them. What matters to my clients matters to me.
Ways We Can Work Together
Tax Preparation
Stay compliant with timely filed tax returns.
Quarterly Projections
Determine your tax bill in advance to avoid surprises in April.
Tax Consulting
A custom tax strategy designed to legally minimize your tax bill.