Income Tax Preparation and Planning

If you’re like most people, computing and filing your taxes is not only frustrating but also time consuming. I’ve been helping people for over 20 years quickly, easily and conveniently file their personal taxes. You can rely on your filings being completed correctly and on time, so you can relax and focus on more important things in your life.

Representation Before the IRS

Do you know what to do when the IRS contacts you? Being contacted by the IRS can be stressful and unnerving. If the IRS has sent you a letter, wouldn’t it be helpful to know you can call on someone to help you relieve some of that anxiety and confidently guide you in the right direction? If you are contacted by the IRS or need representation before the IRS, contact me today for honest, encouraging guidance.

Personal Financial Planning Consisting of Financial Goal Setting and Monitoring

You decide what’s important to you, and we’ll work out a practical, achievable plan to help you get there. Whether it’s early retirement, paying off credit cards, purchasing your dream home or taking that vacation you’ve always dreamed about, I can help you achieve it.

Do you know what keeps most people from reaching their financial objectives? They don’t have a plan. You see, people have goals, but knowing how to plan for them can be challenging, maybe you’ve felt this way. Is it time to make your financial goals a reality by putting together an action plan?

If you have financial goals, but don’t know how to reach them, I encourage you to call me today, and I’ll help you create an easy-to-follow, practical approach in setting, monitoring and achieving your financial goals. 

Personal Cash Planning to Help You Set a Plan for Better Money Management

If you’re like most adults, personal cash planning and money management are financial terms that might be a little vague to you. While you might not know the Webster’s dictionary definition of these terms, you know what they mean on a practical level.

Have you ever said or thought, “…money is going out, but we’re not quite sure where it’s going”, “Why are we living paycheck to paycheck”, or “How do I go about creating an emergency fund?” If you’ve thought or asked these questions, you’re thinking about personal cash planning. In fact, many of the clients I’ve helped with personal cash planning and money management have asked these very questions.

How can working with me on your personal cash planning benefit you?
I can help you:

• Maximize your spending and saving behaviors so you get the absolute most out of your money
• Gain peace of mind knowing your taking practical, easy to follow steps towards financial peace
• Build an emergency fund
• Get out of debt and stay out of debt
• Remove the confusion on where your money is going
• Plug up any money leaks that you might not have even known about. These leaks could be costing you thousands
• Develop a workable budget and accountability plan with quarterly follow up meetings
• Learn to communicate and instill solid money management values in your children

The bottom line is that we all strive to have financial peace of mind and want to feel like we’re making good use of our money. In order to do this, I am going to assess your current financial picture - like a snapshot.

This assessment shows us where you are today, and from it we can determine what you’ll want to shift, adjust and improve to get you where you want to be. This will be a personalized, practical plan to help you start managing your money so it works for you. If you have thought about this before, now is the perfect time to get started.