I’m a CPA and CFP® (Certified Financial Planner) with over 15 years of experience helping individuals and small business owners navigate their taxes. I love helping you save money on taxes so you keep more to use toward your goals. I understand that taxes are just one part of your financial picture. I’m located in Fort Collins, Colorado but can easily work with you virtually wherever you are.
I want to:
- provide you with expert advice that puts you at ease.
- make the tax filing process stress-free and convenient for you.
- talk to you throughout the year!
Colorado CPA License #29601
Tax Preparation
Tax time doesn’t have to be stressful. Let’s make the tax filing process painless for you.
Tax Planning
Don’t like how your tax numbers turned out? Let’s take control with some proactive planning! We can review your income and deductions to help you find tax saving strategies for this year and beyond.
Professional Consulting
Stop Googling your tax questions and getting contradictory answers. Let’s work together to find the right solution for your exact situation.
Sign up for my tax advice newsletter for planning tips, news on important tax updates, and timely reminders.
You may be a good fit if:
You are comfortable with technology (or willing to learn) such as videochat, filesharing, and electronic signatures.
I may not be for you if:
You enjoy the “rush” of waiting until the last minute to file your taxes. You have a literal shoebox of receipts you want someone to go through.
Schedule a time for a free initial consultation, or contact me with any questions.