For over 30 years, I’ve assisted clients in building and maintaining a proactive tax and business strategy that withstands the industry and economic challenges my clients face and maximizes their wins. My clients get more than check-the-box compliance; they get a tailored game plan with solutions that work and accountability to help them succeed.
Clients come to me because:
- They’re looking for ways to improve or modify future outcomes in their business.
- They know they need a succession plan but aren’t sure if they’re financially ready or what the right course of action is.
- They need to know the value of their business for funding, M&A, gifting or other goals.
- They’re unsure if their past accountant was capturing all available tax opportunities.
- They’re looking for a more efficient way to manage the numbers side of their business.
- They need assistance to manage their income and expenses to build generational wealth.
My clients receive:
- Proactive recommendations that mitigate risk and optimize results.
- Thoughtful insights on their current retirement strategy and succession plan and what they could be missing that’s preventing them from reaching their goals.
- Thorough cash flow and tax analysis to help them understand their business’s health and value.
- A review of available tax credits like R&D, employer credits, and others and how to obtain them.
- Suggestions on automation solutions to help clean up their books and make data-driven decisions.
- Straight-talk guidance on financial management for greater financial security.
My clients know that I will go to bat for them and take the tough calls on their behalf. I take each relationship personally and will go above and beyond to find the best solutions and resolutions for any challenges my clients face.
I’ve successfully built a professional rapport with key members of state and federal tax and compliance bureaus that helps me get the best results for my clients, and I have very high success rate of representing clients under exam with IRS and state agencies.