Tax Preparation

Whether you just have your individual tax return or ten businesses with a few trusts on the side, rest assured I can take care of you.  As I mentioned in my bio, I started my career with the largest firm in the world and have gradually worked my way to where I am today, working with individuals and small business owners.  Along the way I have prepared and filed thousands of tax returns.  All that being said, I am always learning and improving and every year I pick an area of focus to learn more deeply.   

The other thing I want to mention here is how many efficiencies and improved financial outcomes there can be when you have your finances and taxes managed under the same roof.  I have too many stories and examples to get into but I would be happy to share some.  Hopefully the benefits are apparent but please let me know if you’d like to discuss how beneficial it can be!