Transform Your Financial Future

Personalized Tax Planning and Tax Prep

As a CPA and Tax Planner, I’m here to help you build a strong financial foundation for lasting business success. By implementing personalized tax and financial strategies tailored to your unique situation, I help you implement tax strategies to create the life you envision, and leave a meaningful legacy for your family.

My Mission

For small business owners and entrepreneurs, I'm dedicated to building lasting financial success. I do this by providing personalized tax strategies and one-on-one guidance that empowers you to keep more of your hard-earned money, grow your profits, and establish a strong financial legacy for your family's future.

MY SERVICES

TAX PLANNING

Develop a strategic plan unique to your financial situation to help you maximize tax savings and use the tax code to your benefit.

TAX PREP

Helping you comply with Federal and State Tax Authorities by filing the necessary tax forms in a timely manner.

Tax Planning

While tax preparation handles the important task of filing your taxes correctly and keeping you compliant with federal and state laws (which most CPAs excel at), it's only half the battle.

The Power of Tax Planning

The real game-changer is tax planning.

This isn't just an annual scramble; it's a strategic, year-round approach tailored to your unique financial situation, designed to help you legally maximize your savings and truly make the tax code work for you.

Ever wonder why some friends seem to pay so little in taxes? It's often because they have a well-thought-out plan they've been implementing all year long.

As your Tax Planner and CPA, my goal is to help you build that strategic framework for tax success, allowing you to pay the absolute minimum in taxes and even build a lasting legacy for your family.

Ready to stop just filing your taxes and start truly planning them? Schedule a 60-minute consultation today to begin building your strategic tax plan, or book a quick 15-minute discovery call to see if I'm the right fit for your tax needs.

60 Minute Consultation

Tax Prep

Tax preparation is about more than just filing forms—it’s about helping you stay compliant with federal and state tax authorities while ensuring nothing gets missed. As a CPA, I work closely with my firm to make sure all required tax forms are accurately completed and submitted on time. With years of combined experience, we specialize in identifying every available deduction and credit to help minimize your tax liability and keep more of your hard-earned income.

We specialize in tax preparation for Partnerships, S-Corps, LLCs, Sole Proprietorships, Trusts, and Personal Tax Returns.

View Success Stories

MY SERVICES FEATURES

Personalized Plans

Tailored Tax Strategies to Meet your Unique Situation

Expert Guidance

Professional Advice from a Certified CPA and Tax Planner

On Going Support

Monthly or Quarterly Meetings to Track ongoing Progress with Implementing Tax Plan

TESTIMONIALS

What Clients Say

Our meeting with Michael was the catalyst for establishing important goals for our future. He also helped us prepare to meet those goals. I am impressed with Michael’s professionalism and knowledge of financial matters. I look forward to following up with him as we move forward.