Empowering you to make sound financial decisions

Specializing in military and small business tax planning and preparation

Empowering you to make sound financial decisions

Specializing in military and small business tax planning and preparation

Accredited Financial Counselor®

Certified by the Association for Financial Counseling & Planning Education®

Chartered Financial Consultant®

Designated on insurance, taxation, retirement & estate planning, as well as behavioral finance, non-traditional family structures & small business planning.

Enrolled Agent

Federally licensed tax practitioner with unlimited representation rights; EA status is the highest credential awarded by the IRS

Client-Focused.
Expertise You Can Trust.
Tax and financial advice tailored to your individual needs.

Individual & Business Tax Preparation

Year-round, full-service tax preparation for individual and business filers. Tax preparation ensures accuracy and Federal and state compliance first and foremost. Preparation services also include prior tax return review for new clients and digital document storage. *Not accepting C-Corp clients at this time

Starting at $200

Tax & Financial Planning

Planning provides long-term guidance over specific concerns as well as high level issues. Together we will look at tax savings, deductions and deferral strategies concerning capital gains, rental properties, retirement plans, estates and probate, just to name a few. Quarterly touch point meetings & year-end tax planning meetings available at packaged rates.

Package rates available

Tax & Financial Consultations

Are you thinking about starting a business? Do you want to know the tax or long-term financial implications of converting your home to a rental? Hourly consultations address your pressing concerns with timely, documented advice covering a full range of tax and personal finance topics. No question is too small.

Military & referral discounts

AFC certified
enrolled agent