I help small business owners feel EMPOWERED about their finances through a SIMPLE process designed to pay as little taxes as possible while setting small businesses up for financial success! Are you ready to see your business THRIVE?
Are you tired of paying too much in taxes?
Interested in working with me on reducing your taxes? Check out my Fit + Investment Guide to find out if we're a good fit for your tax needs. You'll get immediate access to the experiences, investment, addons, and more!
Taxes should be the least of your worries. I’m here to take the stress off your shoulders and help save you some $ MONEY $
As a seasoned or new small business owner, you have a lot on your plate. I’m here to help make the load you carry a little lighter by simplifying your finances. I know you have a lot of questions, and I have the answers! By working together, we will set your business up to thrive while saving you some money on taxes (yes, legally) so you pay only what you need to – nothing more!
I’m on a mission to empower business owners, just like you, to take control of their finances with a plan that helps you pay less taxes without raising “red flags,” straying into “gray areas” and all while checking the right boxes.
Are you ready to get started?
Let’s find the perfect plan for you and your business!
“I ’m on a mission to empower business owners to embrace their rollercoaster business journey with their hands firmly on the steering wheel and both eyes wide open!”
Our Tax Advisory Experiences
The perfect plan for your business…
THE SIMPLIFY EXPERIENCE
Set your business up for success while avoiding costly tax mistakes with this experience. I will help you choose the proper company formation for your business and help you save on taxes.
Also included, is an annual tax review, early tax strategic planning, tax preparation and tax filing for business owners who require the assistance of a tax professional.
THE EMPOWER EXPERIENCE
Maximize your tax savings and implement a strategy designed to meet your profit goals with this experience. I help you feel empowered by keeping you informed and on track to meet your financial goals with educational financial and tax updates.
Upgrade your tax savings game with this experience which includes advanced tax strategy planning, a mid-year tax review and an annual tax review, all designed to maximize your tax savings.
THE THRIVE EXPERIENCE
Is it time to hire a Chief Financial Officer for your business who can keep your finances organized and in order, take the pain out of tax guesswork and help you save LOTS of $$$ every year? Take your tax strategy to the next level!
I will develop a strategic financial plan that is aligned with your business goals and will result in thousands of dollars saved in tax – year after year.
Here’s how it works…
I’ll guide you to start your business off on the right foot with a clear plan of action to help you crush your goals in tax savvy ways
Together we will decide which business entity is best for your business so that you can take advantage of the tax benefits without being blindsided by rules and procedures
I can take the tasks off your hands that steal from your family time or that hurt your brain so you can sleep a little better, knowing that the IRS won’t come a-knocking
I’ll help you to interpret your finances so that you can stop putting out fires and be proactive instead
I’ll guide you through everything you need to know, implement, register for, or improve so that you can be in charge of your own future
Meet Your Tax Strategist & CPA
I’m so excited to meet you and develop the financial plan that best fits your small business. Working with me will be an experience like none other you’ve had with a CPA. For starters, you get to take phone calls, video calls and review any of your financial documents from the comfort of your own home or office. This makes it convenient and simple for you to stay in the know about your finances and taxes. But I also take it a step further. I will take a deep dive into the financial landscape of your business to see what opportunities you may have previously missed out on. This proactive approach helps set you and your business up for financial success so you can earn more money and keep more money!