Dean started the firm in 1996 with the determination to focus on client service. Realizing that preparing a tax return essentially reports only the client's past financial decisions, he understood that his real value for the client is on strategizing, budgeting, and planning with the intent to build wealth in the most effective manner. The firm enlarged its services when Dean became an Investment Adviser Representative (IAR).
As an IAR he is required to use a fiduciary standard of care with clients based on the highest legal and regulatory standards. Consequently, it works well in conjunction with Dean's role as a CPA, his endeavor to assist his clients to make wise financial decisions, and his determination for clients to achieve their objectives. With almost 30 years of accounting and tax experience his diverse skills enable him to respond to a variety of situations a client may encounter.
From the beginning he was determined to change the stereotype of a number-crunching, introverted accountant to that of an aggressive tax strategist.
As an IAR he is required to use a fiduciary standard of care with clients based on the highest legal and regulatory standards. Consequently, it works well in conjunction with Dean's role as a CPA, his endeavor to assist his clients to make wise financial decisions, and his determination for clients to achieve their objectives. With almost 30 years of accounting and tax experience his diverse skills enable him to respond to a variety of situations a client may encounter.
From the beginning he was determined to change the stereotype of a number-crunching, introverted accountant to that of an aggressive tax strategist.
Services
Tax time is rarely greeted with enthusiasm.
Tax laws, tax forms, and dealing with the IRS can be overwhelming and stressful.
Not to mention that change is inevitable and with each passing year you are faced with new issues that alter your tax situation.
The more complex your taxes, the more time it takes and fear builds over filing incorrectly and possible penalties.
As your CPA, my objective is to offer you expert advice that is tailored to your specific financial situation.
I will help you navigate through the complex issues while factoring in your financial goals.
Tax laws, tax forms, and dealing with the IRS can be overwhelming and stressful.
Not to mention that change is inevitable and with each passing year you are faced with new issues that alter your tax situation.
The more complex your taxes, the more time it takes and fear builds over filing incorrectly and possible penalties.
As your CPA, my objective is to offer you expert advice that is tailored to your specific financial situation.
I will help you navigate through the complex issues while factoring in your financial goals.
If you received an IRS notice initiating collection efforts do not panic but don't ignore it.
It can be very intimidating dealing with the IRS however it is always best to deal with any tax issues in a proactive and transparent manner.
While you may represent yourself, there are great advantages to turn to a professional for help.
I have successfully helped clients maximize their chances of settling their tax debt while minimizing their contact with the IRS.
If you feel paralyzed by the IRS collection process, inaction can be devastating on your financial status.
It can be very intimidating dealing with the IRS however it is always best to deal with any tax issues in a proactive and transparent manner.
While you may represent yourself, there are great advantages to turn to a professional for help.
I have successfully helped clients maximize their chances of settling their tax debt while minimizing their contact with the IRS.
If you feel paralyzed by the IRS collection process, inaction can be devastating on your financial status.
As a CPA, I regularly provide explanations on tax laws and make recommendations to help lower your tax liability, such as placing your money in a retirement account to take advantage of tax-deferred savings.
Often clients will ask: How much should I set aside for a secure retirement?
What types of investments do you recommend?
It is clear that there is an intersection between calculating your income taxes and giving financial advice.
It only seemed natural to expand my services by becoming a Investment Advisor Representative (IAR).
Often clients will ask: How much should I set aside for a secure retirement?
What types of investments do you recommend?
It is clear that there is an intersection between calculating your income taxes and giving financial advice.
It only seemed natural to expand my services by becoming a Investment Advisor Representative (IAR).
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