Welcome to my website, which contains a wide variety of useful information, including a full suite of financial calculators. I'm a certified public accountant (CPA) with a Bachelor of Business Administration in Accounting (Georgia State University, 1987) and a Masters in Accounting with a Major in Taxation (University of North Florida, 1990). I have 28 years of experience in income tax advising and tax return preparation.
Actively licensed by the Tennessee State Board of Accountancy, I offer complete federal and state income tax services for all 50 states. I'm seeking small businesses (sole proprietorships, LLC's, partnerships, S-Corps, etc.) and individuals who want proactive, personal, professional help to REDUCE their federal and state income tax expense. In many cases, high-volume tax preparation companies don't take the time to take advantage of many tax savings opportunities that are available.
I offer confidential and secure CPA tax service, which includes using encrypted internet portals for document transfers, signatures, completed tax return transfers, and IRS-authorized E-filings.
Actively licensed by the Tennessee State Board of Accountancy, I offer complete federal and state income tax services for all 50 states. I'm seeking small businesses (sole proprietorships, LLC's, partnerships, S-Corps, etc.) and individuals who want proactive, personal, professional help to REDUCE their federal and state income tax expense. In many cases, high-volume tax preparation companies don't take the time to take advantage of many tax savings opportunities that are available.
I offer confidential and secure CPA tax service, which includes using encrypted internet portals for document transfers, signatures, completed tax return transfers, and IRS-authorized E-filings.
Services
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Whether you're already retired, close to it, or just getting started in your career, it's never too early to start thinking about retirement planning.
Unfortunately, for many people life gets in the way and retirement planning is put on the back burner, until suddenly, retirement is right around the corner.
Tax-free contributions - Pre-tax contributions are subject to income tax only after withdrawal, typically when you retire.
Selection of retirement plans (IRAs, SIMPLE Plans, SEP plans, Keogh plans, and 401(K) plans to name a few) to meet everyone's needs.
Unfortunately, for many people life gets in the way and retirement planning is put on the back burner, until suddenly, retirement is right around the corner.
Tax-free contributions - Pre-tax contributions are subject to income tax only after withdrawal, typically when you retire.
Selection of retirement plans (IRAs, SIMPLE Plans, SEP plans, Keogh plans, and 401(K) plans to name a few) to meet everyone's needs.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
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