I will help you: create a tax plan to ensure you are taking advantage of all available strategies to reduce your tax bill; identify errors and opportunities in previous tax filings; estimate the tax liability on real estate/stock sales; figure out if you are on track to owe or get a refund; determine if you should update your W-4 withholdings or make estimated tax payments; respond to IRS and state notices; understand the tax impact of your investment, insurance, retirement, and estate planning decisions.
I offer one time consultations and year-round tax and financial strategy services, which include a written forward looking tax plan, and a comprehensive review of previous tax years.
My goal is to help you understand the tax impact of all your financial decisions and to make sure you know your options for reducing your tax liability.
I worked for the Treasury Department and over a dozen different tax and financial firms. This experience taught me the best and worst practices of financial/tax firms. I will help you cut through the noise and focus on what matters most.
As a Certified Fraud Examiner with a decade of experience as a financial investigator, I’m focused on protecting you from financial mistakes and ensuring you know your risk mitigation options.
I don’t offer one-size-fits-all advice. Each client has a different financial story, and I tailor my services to fit your individual needs.