Individual Tax Services
I am taking new clients on a limited basis. Interested individuals can email your situation to see if we are a fit. I am not taking any business returns or individuals with small businesses or side gigs or rental real estate. If you have W2s & 1099’s is what I am limiting my practice to currently.
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).
I generally meet or beat the price of online or big box companies and I am here to consult with you after April 15th!
Welcome Friends – About Me
Why should you use my firm – it is because I want to get to know you and not just a social security number. I am here for personal relationships and service in many areas.
I have been a CPA preparing taxes for over 30 years for friends, family, and individuals establishing my tax company in 2019. Currently, I am also 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.
