Over 30 years of experience as a CFO and tax strategist, offering expert financial guidance tailored to your needs.
From IRS resolution to strategic tax planning, we cover all your tax needs for financial success.
High-level service, once reserved for the wealthy, now available to help you save money and build wealth.
We aim to make expert tax and financial guidance accessible to individuals and small businesses everywhere.
We’re committed to providing trusted, personalized services that save money and support long-term financial success.
We stand for integrity, transparency, and service, always focused on your goals and peace of mind.
You can easily schedule a consultation by calling us directly or filling out our online contact form.
Your initial consultation is free. We’ll review your situation and discuss potential solutions with no obligation.
The time it takes to prepare your taxes depends on the complexity of your situation, but we aim to complete all filings as efficiently as possible.
Yes, we specialize in back tax preparation and can help you get caught up and resolve any outstanding issues with the IRS.
Tax preparation involves filing your taxes for the year, while tax planning focuses on strategies to reduce tax liability and improve financial outcomes for the future.
If you're looking to plan for retirement, save for major life events, or better manage your finances, financial planning can help you achieve your goals.
We focus on personalized service, clear communication, and providing comprehensive solutions tailored to your unique needs.
Start with a no-obligation consultation to discuss your tax and financial needs.
Work with a seasoned CPA experienced in audits, back taxes, and strategic planning.
Get personalized tax strategies designed to maximize savings and reduce stress.
We handle IRS issues, back taxes, and offers in compromise with confidence and care.
