Hello Wealth Builders! It's been a while. Someone said, "I know you're glad busy season is over so you can breathe." Truth is tax filing season slows down, but I get busy doing other things. I jump right into continuing education classes, review systems and processes, as well as deep dive into unique tax topics. This time I locked in on studying for my last CPA exam. I had to pass it before June 30th or I would start losing credits for exams that I had already passed. I did it! I have officially passed all 4 sections of the CPA exam. Next step is to complete my Ethics course and exam, and apply for my license. It has been a long time coming. This has been a dream and a goal of mine since high school. Now the journey is complete. I will continue to focus on helping you with all things taxes: proactive tax planning, tax preparation, and solving tax problems. I did not need to become a Certified Public Accountant to help you save on taxes. It was a personal goal. The hardest thing I've ever done in my career, but I was determined to get it done. Becoming an Enrolled Agent allowed me to become the tax expert I am today. I share the same determination and passion with helping you save on taxes. If you are ready to work with a well-rounded Tax Strategist who can help you reduce your tax liability, let's connect to see how we can help you redirect your money from the IRS back to your bank account.
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Hello Wealth Builders! High earners excel at building their business and bringing in revenue. That's your superpower. The downside is many don't think about taxes until March, or even September/October. If that's you, you could be leaving thousands on the table, or worse, in the IRS treasury. Smart high earners review, adjust, and take action in Q4 to redirect money from the IRS back to their bank accounts. Here's what you need to do: Review your financial reports - Accurate, up-to-date...
Hello Wealth Builders! After three long years of studying and testing, three months completing all the application requirements, I am proud to share that I am officially a Certified Public Accountant (CPA)! What's Changing? Several people asked, "Now that you're a CPA, what's changing?" The truth is nothing much about the quality of my work is changing. Even though I'm a newly licensed CPA, I've been in business and doing the work almost a decade. This coming January will mark 10 years. For...
Hello Wealth Builders! I promise I've heard this hundreds of times, "Just set up an LLC or S Corp and write everything off". The complaint I hear from taxpayers and new clients is, "I just need some more write-offs". Of course you want to accurately report your income and expenses, but that's not always enough. The truth is real tax strategy isn't about write-offs. That's the bare minimum. Real tax strategy is about wealth building. Wealthy people don't lower their taxes by spending...