I work in an industry that is typically seen as a bean counter, but really it's evolved. Now I get the opportunity to come along side my clients, hear their goals, help connect them into a network of professionals and make sure that they don't over pay on taxes while watching them thrive. I'm not sure there is a more rewarding career.
I was one of 2 people to graduate with a Bachelor of Professional Accountancy from my University (in my graduating year), it gave me a great foundation for my career in public accounting. I've survived 10 tax seasons in my time and am skill kicking. My passion is small to medium size businesses and high wealth individuals, which extends into gift and estate tax planning. I'm always happy to help a taxpayer when I can, but I also enjoy making sure that businesses are set up for success and that starts with clean books.
Poetry, crafting, and cross stitching is how I love to spend my free time, which isn't always much depending on the time of year. When I'm not doing taxes I'm attempting to control the chaos caused by my two tiny human beings, while being a care giver to my 100% totally and permanently disabled veteran husband.
I'd love a chance to speak to anyone that perhaps wants a second set of eyes on things, with a tailored service to meet their needs that includes recommendations to fantastic fellow professionals to make sure all their bases are covered. We thrive with Small to Medium Size businesses and high net worth individuals, those that have a bit more going on than just a W2 and some interest.
If you are in need of accounting, tax preparation, tax planning and advisory services, audit representation, financial statements, or an individual with complex tax matters this amazing team is ready to help!
We love our military and are always open to helping our veterans, to give back to those that give their all we do offer a 10% military discount on our services.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What would you like to see in regards to proactive communication with your CPA?
Are you maximizing the tax benefits of your business for both you and your employees?
Does your CPA look for new tax changes to best benefit you and your business?