Personalized financial advice when you need it most

Offering tailored solutions to address your specific tax & financial concerns over a full range of topics. No question is too small.

Schedule a consulation

Personalized financial advice when you need it most

Offering expertise and tailored solutions to address your specific financial concerns

Schedule a consultation

Tax and Financial Consultations

Thinking of starting a business? Want help understanding what to consider when acquiring or converting a home to a rental property? Consultations act as lifelines to help you make pressing or situational financial decisions. During this meeting we can discuss questions you have pertaining to any tax or personal financial topic. Examples include:

  • Business entity guidance

  • Advice regarding specific, one-time events such as a home sale or purchase

  • Advice on income and expense tracking for business owners

  • Guidance concerning military issues such as multi-state tax filings, utilizing the Military Spouse Residency Relief Act, and retirement account options

Hourly consultation meetings | $175

Available in full and half hour virtual appointments. All consults include a complete email summary of discussion and recommendations.

hourly financial consultations

“An investment in knowledge pays the best interest.”

– Benjamin Franklin