Our Story
A former Certified Financial Planner (CFP®), registered as a Tax Preparer with over 30-year experience in banking and technology, puts me in a very particular position to understand your unique financial or business situation and efficiently use any applicable tax benefits that may be available to you under the tax code.
I'm also an avid cyclist!
Our Approach
- We analyse your prior tax returns to fully understand your particular situation and their tax implications.
- We review your current situation, assess your needs and discuss your aims and goals.
- We prepare your taxes adhering to applicable rules, but taking advantage of every opportunity to streamline your cash flow.
- More than tax return preparation, we love to be present not only during tax season, but all year round to help you with the tax impact of any major life changing decision you undertake.
- We hope to be a part of your team!
Next Steps ...
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