Strategic Tax Planning for Life’s Major Transitions
Navigating retirement or managing your own investments? You need year-round strategic tax guidance from an Enrolled Agent—not just annual preparation.
Without Strategic Tax Planning, Small Mistakes Cost Thousands
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❌ Claiming Social Security at the wrong time
❌ Missing Roth conversion opportunities in low-income years
❌ Tax-inefficient retirement withdrawals that drain your savings faster
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❌ Making costly mistakes during major life transitions
❌ Facing unexpected tax bills you didn't plan for
❌ Receiving IRS notices with no one to help you respond
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❌ Paying more in taxes than necessary, year after year
❌ Investment gains eroded by poor tax coordination
❌ Working with preparers who only file returns, never plan ahead
What You Get When You Work With Us
Year-Round Tax Advisory
Strategic planning, Roth conversion analysis, estimated tax payments, and proactive guidance every step of the way.
Not just annual filing—ongoing support with unlimited IRS representation rights.
Automated IRS Monitoring
We monitor your IRS account continuously. Get alerts before problems arise and sleep soundly knowing someone's always protecting your interests.
Clear, Actionable Guidance
As a former educator, I translate tax complexity into plain English. You'll understand what's happening with your taxes, why it matters, and what to do next.
We Specialize in Tax Strategy for Life's Significant Transitions
We work with professionals approaching retirement, individuals navigating divorce or major life transitions, and self-directed investors managing their own portfolios.
If you value strategic tax planning over quick fixes and want year-round guidance—not just annual filing—we should talk.
Your Tax Advisor Who Understands
I'm an Enrolled Agent with unlimited IRS representation rights, a Ramsey Solutions Master Financial Coach, and a former educator who translates complexity into clarity.
I've navigated major life transitions myself and understand the weight of high-stakes financial decisions.
You deserve a tax advisor who combines expertise with empathy and provides year-round support—not annual abandonment.
Getting Started is Simple
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Step 1: Schedule a Free Consultation
We'll discuss your situation, goals, and tax concerns. No pressure, no sales pitch—just an honest conversation about how we can help.
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Step 2: Receive Your Strategic Plan
Get clear, actionable recommendations tailored to your specific needs. We'll show you exactly what to do and when.
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Step 3: Move Forward with Confidence
Enjoy year-round support from a tax advisor who's always in your corner. No more tax season stress or surprise bills.
Planning retirement and concerned about making tax-efficient decisions during the most critical financial years of your life? The tax code is complex, the stakes are high, and you've worked too hard to leave money on the table.
As an Enrolled Agent with unlimited IRS representation rights, I provide strategic tax planning that goes beyond annual preparation. From Roth conversion analysis to Social Security claiming strategies, you'll have expert guidance year-round—not just during tax season.
You'll never face a tax notice alone, and you'll always know exactly where you stand.
Ready to Move Forward with Clarity?
Schedule a tax strategy consultation to discuss your situation and explore your options. You'll gain clarity on your tax position and have a strategic roadmap forward.