Individual Tax Services
I am not currently taking new clients.
I do not do any business returns or schedule C small businesses.
Tax Preparation Specialty
- Senior
- Clergy
- People needing a helping hand and reassurance
- Individuals wanting to move away from online service (e.g. Turbo Tax) or big box companies (e.g. H & R Block).
Welcome Friends – About Me
I have been a CPA preparing taxes for over 30 years for friends, family, and individuals establishing my tax company in 2019.
I am the CFO for Assured Trust Company specializing in seniors and special needs trusts as well as handling regular trusts, estates, and Power of Attorney/ Agency work.
I have a BA in Accounting from MNU and an MBA from KU. I have served as CEO for several large medical practices and volunteered on many local non-profits and similar groups.
I can also be found on the soccer fields around KC as a certified referee. I enjoy the exercise and working with other referees to provide excellence on the field.
I love riding bikes, golf, triathlons, and just about any sport. Especially those listed above that require me to compete with myself to grow as a person.
