Strategic and ProActive tax reduction planning services. I am a licensed CPA and Certified Tax Planner. I work with small business owners by customizing ProActive Tax Plans and offer year round tax consultation and compliance assistance.
2021
I have been a corporate accountant working over ten years in various industries. My skillset includes tax planning, tax compliance, audit, mergers & acquisitions, system implementations and conversions.
Unlike traditional CPA's and tax preparers who record history and deal with compliance issues only, I am specifically trained to offer proactive tax planning services on a consultative level to my clients. My services are more than just entering the numbers and filing tax returns at tax time. I work with my clients year round on strategically planning for their businesses so that they pay the least amount of taxes legally possible.
My ideal client is any small business owner looking to minimize their tax burden by implementing advanced tax reduction strategies.
Texas State Board of Public Accountancy American Institute of Certified Tax Planners