As an Enrolled Agent I am a licensed tax professional. I focus on taking defensible tax positions backed by tax law. All while working within the law to minimize your lifetime tax burden.
Tax Minimization
Nobody wants to pay more tax than they have to. I create a plan to help you pay taxes most efficiently throughout your life.
I do this by utilizing strategies when they make sense based on your specific situation such as
- Tax-loss harvesting (and gain harvesting)
- Utilizing an S Corp
- Choosing an ideal depreciation schedule based on future income
- Real estate taxable income planning
- Tax efficient asset placement
- Using up your marginal tax brackets effectively during career breaks and changes
- Planning for required retirement distributions that bump up your tax rate
- Roth conversions
- Health savings accounts
- Clean energy credits
- Pairing gambling income with itemized deductions
- Crypto taxes
- Self-employed retirement plans and many more.
A typical engagement starts at $750.
Tax Preparation
From my financial planning expertise, I know when things might be off with your taxes causing you to pay more. I work with you proactively to ensure I have what is needed to reduce your tax bill.
- Individual Income Tax Return (starting at $350)
- Solopreneur Tax Return for your business (1120-S) or personal (1040) including Schedule C (Starting at $850)
Here’s how we work with you on your taxes
Now offering a free tax return review with every engagement!
Schedule your free review and introductory meeting below to find out how you can pay less in taxes!