I.love.taxes. Ok, I don't love actual taxes, but I love doing taxes! And spreadsheets and budgets and anything numbers. But more than all that nerdy stuff, I LOVE helping people save and make more money! It's why I started my own tax practice in 2015 and why I added financial coaching services earlier this year.
I've been helping individuals save money on taxes since 2010, earning my CPA license in 2012. As a debt-free graduate of both Ramsey Financial Coach Master Training and the Financial Coach Academy, I now use my financial expertise to help even more people find financial success.
I treat every client like a person, not just a tax return. Whether you want me to explain your taxes line by line or handle everything without boring you with the details, I've got you! I'll think about you throughout the year and make sure you have a heads up on any savings opportunities for your unique financial situation.
When it comes to financial coaching, I customize my approach for each client. What works for me might not work for you. From debt payoff methods to budgeting techniques to spending plans, we'll find the options that work best for you, that you'll actually stick to!
Nicole & Spencer S.
Carol & Doug M.
Andrew & Lauren S.
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