I look at taxes as just one part of a much bigger picture. My clients want expert advice on how to plan for and navigate changes that affect their businesses and their personal finances. I return phone calls and emails quickly. My clients know that I welcome questions at any time - and that I don't keep a meter running on my phone.
I'm plain-spoken and patient when it comes to explaining financial situations and strategies. My clients want to understand their options so they can make the correct decisions for their business, their families, and their future.
I'm plain-spoken and patient when it comes to explaining financial situations and strategies. My clients want to understand their options so they can make the correct decisions for their business, their families, and their future.
Services
Services
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Figuring out how to keep more of what you earn - from a business, a salary, and other investments - isn't easy when the rules keep changing. Knowing how to manage your resources and plan for life's responsibilities and opportunities is even more challenging. Numbers aren't everything. But they do matter.
Small Business Services
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Cash flow and capital are the life blood of your small business. These vital signs tell the story of where your business is headed - whether you'll grow and thrive, or struggle to survive. That's why my small business clients get regular check-ups. At least once a year, we'll assess the overall health of your business.
Business Lifecycle Consulting
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Finding the time to deal with major challenges and opportunities isn't easy when you're busy with day-to-day operations, serving customers, and managing employees. You've been approached about buying a competitor's business, but don't know if the valuation justifies the cost. That's where I can help.
Tax Planning and Preparation
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It's one thing if your idea of "doing your taxes" is a necessary evil that should be dispatched as quickly as possible. But when your tax preparer is focused on speed over quality, you are paying twice - first for your tax return, and second for the missed savings and strategies that can cost you much more than the preparation fees over the years.
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