Tax, Business, And Retirement Planning

I feel that one of my key competencies is tax planning and tax forecasting. I enjoy working with individuals and small businesses to create an effective tax-management strategy that allows you to plan ahead for your financial future. I will work with you to define your objectives and review tax strategies to accomplish those objectives. I work to provide consistent tax forecasting and mid-year tax planning, so you know what your tax picture looks like now, and in the future.

My tax planning services are for you if:

• You have experienced a death in the family

• You have recently inherited money or property

• You want to either setup or fine tune a retirement plan

• You plan to purchase or sell property

• You are considering large expenses in your business future

• You are planning to get married

• You are planning to start, acquire, or sell a business

What does working with me look like? Every person and small business is unique. We will meet so I can understand your areas of concern, and your overall tax and financial picture. This first visit can be anywhere you’d like: my office, your office, or anywhere that works for both of our calendars! I’ll follow up by email or phone with any additional questions that come up. I remain available to you throughout the year for any question you may have.

Throughout the year I will send newsletters and at year's end, a tax organizer document to help you prepare for the coming tax season.

What do I charge for my services?

My pricing is based on the type of forms that your situation requires, and is on par with national franchises like H & R Block and Jackson-Hewitt. If you would like to know more about my pricing please contact me and we can discuss what is required to prepare a custom quotation.

How do I get started?
Give me a call at (503) 780-4143 or email me at We will set up an initial meeting, and go from there!