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Purpose

I will use the IRS Tax Code to help all Americans lower their tax bill with legal and effective tax strategies that the wealthy have been capitalizing on for years.

How I’m Different

Tax Planning is a year-round process that analyzes your business and personal goals to leverage the tax code to its fullest extent. It differs from tax preparation which is the annual process of filing your tax return typically due on April 15th.  My Tax Planning service will provide you a customized Strategic Tax Plan with:

A 27-Point Analysis
Projections for future years
Detail explanation of deductions found
IRS Tax Code Literature to support all recommendations