You Don’t Have To Figure It Out Alone
Straightforward tax and financial planning for everyday people.
Tax & Financial Services
Starting at $325
Tax season doesn’t have to be stressful.
I provide straightforward, accurate tax preparation and electronic filing for individuals and families with uncomplicated tax situations. As a CPA, I’ll personally prepare and review your return, explain what you’re filing, and look for legitimate opportunities to reduce your tax liability.
What you'll receive:
Personal preparation and review by a CPA
Federal and applicable state tax return preparation
Electronic filing of your return
A review for commonly overlooked deductions and credits
A clear explanation of your tax return and what it means for you
Answers to your tax questions before you file
Thinking about buying a home? Before you start shopping, make sure the numbers make sense.
I'll help you understand what you can realistically afford, how a home purchase fits into your overall financial picture, and what you should consider before taking the next step.
I'll look at questions such as:
How much home can I realistically afford?
What monthly payment fits comfortably within my budget?
How much should I put toward a down payment?
How much cash should I keep in reserve after closing?
How will buying a home affect my other financial goals?
What other costs should I plan for beyond the mortgage?
Are there tax considerations I should understand before buying?
Am I financially ready to take the next step?
What you'll receive: A personalized home-buying financial assessment that helps you understand your affordable price range, the financial impact of the purchase, and the key considerations you should address before moving forward.
Are you ready to retire—or wondering how far away you are? I'll help you understand where you stand today and identify the steps you can take to build a more confident retirement plan.
I'll look at your overall financial picture and address questions such as:
Can I afford to retire now?
Am I on track to retire when I want to?
Am I saving enough for retirement?
When should I claim Social Security?
Would a Roth conversion make sense for me?
What should I do with an old 401(k)?
How can I reduce taxes in retirement?
What steps should I take now to improve my retirement outlook?
What you'll receive: A personalized retirement readiness assessment, a review of your key retirement decisions, and a straightforward action plan outlining the steps you can take next.
Feel like your money is going in too many directions? I'll help you take a clear look at your income, expenses, debt, and spending habits and put together a practical plan to help you take control of your finances.
I'll look at questions such as:
Where is my money actually going?
How much can I realistically save each month?
Where can I reduce unnecessary expenses?
How much should I be putting toward debt?
Am I spending too much in certain areas?
How can I create a budget that I can actually stick to?
What steps can I take to strengthen my credit?
What should I focus on first?
What you'll receive: A personalized financial assessment and spending plan based on your income, expenses, debts, and financial goals:
Debt can make it difficult to feel like you're getting ahead, even when you're earning a good income. I’ll help you get a clear picture of what you owe and develop a practical strategy for paying it down while still managing your everyday expenses and other financial priorities.
I’ll look at questions such as:
Which debts should I pay off first?
How much can I realistically afford to put toward debt each month?
Should I use the debt snowball or debt avalanche method?
Should I pay down debt or build my savings first?
Does refinancing or consolidating any of my debt make sense?
How can I reduce the amount of interest I'm paying?
How can I free up additional money in my monthly budget?
How long will it take me to become debt-free?
What you'll receive: A personalized debt payoff strategy based on your income, expenses, outstanding debts, interest rates, and financial priorities.
Custom Pricing
Have a financial question or situation that doesn't quite fit one of the other services? Tell me what's going on and what you'd like help with. I'll review your needs and let you know how I can help, along with a clear price before we get started.
Examples of how I can help:
Evaluating a financial decision
Reviewing your overall financial situation
Understanding your retirement or savings options
Working through a tax-related financial decision
Reviewing a 401(k), IRA, or other retirement decision
Planning for a major life change
Helping you compare different financial options
Answering financial questions specific to your situation
What you'll receive: I'll first discuss what you're trying to accomplish. I'll then recommend the appropriate scope of work and provide you with an upfront price based on the complexity of your needs.
Financial Guidance for Real Life
Good financial advice shouldn't be only for the wealthy.
You don't need a large investment portfolio to benefit from professional financial guidance. Whether you're trying to get out of debt, buy a home, prepare for retirement, make a major financial decision, or simply get a better handle on your money, I believe everyone deserves access to straightforward, practical advice.
Let’s Talk
Have a question or not sure where to start? Send me a message and tell me what's on your mind.
