I prefer to take a proactive — not reactive — approach to your taxes. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my clients with the expertise that they deserve — all year.
Cash Flow/Retirement Planning
Understanding your financial health can help you sleep better! My individualized approach to cash flow planning starts with evaluating your assets & liabilities, identifying your spending habits, then estimating your future income/expenses. I develop a projection by year to determine how long your assets will last.