I am an Accredited Financial Counselor® and an Enrolled Agent with a passion for both personal finance and taxes. But there is more to me than that. I was born into a US Navy family and I continued our tradition of service by serving in the US Navy for 20 years as a submariner. I am married and I have 5 children. I have been a financial counselor and educator since 2010 and a tax professional since 2011.
For tax prep, consulting, and planning my philosophy is to legally minimize tax liability- when it makes financial sense. I work 100% remotely. As an Enrolled Agent I can represent you before the IRS for tax issues and help you resolve tax problems.
I am experienced with tax returns for states all across America. I’m also familiar with preparing returns for multiple states, more than one state for the same taxpayer. I know the Servicemembers Civil Relief Act and military spouse residency issues. I have expertise with military landlord taxes. About 90% of my clients are in the military family and about 70% of my clients have rental property. Many of my clients also have businesses or are otherwise self employed. I know the differences between residential rental property and short term rentals. I enjoy making sure taxpayers pay only the income taxes that they are legally required to pay. I enjoy researching and problem solving with tax issues and doing tax planning. If you don’t enjoy dealing with taxes-give me the documents and info and I’ll make it as painless as possible. You can contact me here to schedule an introduction interview to see if we are a good fit. You may email with any questions here: email@example.com.