DON'T FEAR TAXES.
GET EMPOWERED.

Taxes are hard. Many people don't even make it all the way through Accounting 101 in school. Relax. I'm trained in tax law and I'm here to provide the tools and knowledge you need to tackle your finances head on. Individuals and businesses of all shapes and sizes welcome. 

SERVICE FOR THE WHOLE FAMILY.

We create customized, multi-generational tax plans starting with your first job, home, and family to your loved one's social security planning and back to wealth transfers and education plans for the 'apples of your eyes'. 


IMPORTANT DATES FOR SPRING 2017


3.15.17
2016 Personal Income Tax Return Extension Due Date

2016 LLC, Partnership, and S Corp Tax Return Due Date

4.18.17
2016 Personal Income Tax Return (or Extension) Due Date ::  2017 1st Quarter Estimated Tax Payment Due Date

2016 Corporate Tax Return (or Extension) Due Date

Need help with your taxes? Download a FREE Tax Questionnaire here and Tax Organizer over here!!


 

INTRODUCING VISOR VISON 


Remember the days when tax pros wore green eye shades to make number crunching easier? Our new free tool works the same way.

Click through to answer a few quick questions and I'll hand over some super straight-forward tax answers. No super personal conversations or credit card necessary. Think of it like looking through your very own visor: Everything’s a lot less painful and a little more green. Try it for yourself. And then share it with a friend (or 20). It's that good.

 

SERVICES

 
  • Tax Preparation - Multi-State and International
  • Corporate Strategy, Projections, and Compliance
  • Business Incorporation, Entity selection, Corporate restructuring
  • Payroll Services
  • Estates and Trusts Planning and Preparation
  • Investment Analysis and Tax Structuring
  • IRS Representation
  • 501(c)3 & Tax-exempt Status Applications and Compliance

Tax

 

 
  • Attestation and Advisory Services
  • Compilation and Review Services
  • Internal Control Assessment and Implementation
  • Risk Assessment

Audit

 
  • Financial Statement Preparation
  • Bookkeeping/Write-up
  • Mergers, Acquisitions, and Business Sales
  • Bank Reconciliation
  • Systems Consulting and Implementation - SaaS, cloud-based systems, QB Online, & more

Accounting

 
  • "Outsourced-CFO" Roles
  • Business Valuation
  • Financial Forecasts and Projections
  • Social Security Benefits Planning and Projections
  • Multi-state, Multi-national strategy

Consulting