Strategic Tax Planning & IRS Representation
Worried about making costly tax mistakes or facing an IRS issue?
Get year-round strategic guidance and full IRS representation from an Enrolled Agent—you never navigate tax complexity alone.
Without Expert Tax Guidance, Small Mistakes Cost Thousands
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❌ Claiming Social Security at the wrong time
❌ Missing Roth conversion opportunities in low-income years
❌ Tax-inefficient retirement withdrawals that drain your savings faster
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❌ Receiving IRS notices with no one to help you respond
❌ Facing an IRS audit or collection action without expert representation
❌ Making costly mistakes during major life transitions
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❌ Paying more in taxes than necessary, year after year
❌ Facing unexpected tax bills you didn't plan for
❌ Working with preparers who only file returns, never plan ahead
What You Get When You Work With Us
Year-Round Tax Advisory
Strategic planning, Roth conversion analysis, estimated tax payments, and proactive guidance every step of the way.
Not just annual filing—ongoing support with unlimited IRS representation rights.
IRS Monitoring & Representation
Proactive IRS account monitoring alerts you to issues before they escalate. When representation is needed, Enrolled Agent credentials provide unlimited advocacy rights for audits, notices, and collections.
Clear, Actionable Guidance
As a former educator, I translate tax complexity into plain English. You'll understand what's happening with your taxes, why it matters, and what to do next.
We Specialize in Strategic Tax Planning & IRS Representation
We work with professionals approaching retirement, individuals navigating major life transitions, self-directed investors managing their own portfolios, and business owners who need strategic tax guidance.
If you value strategic tax planning over quick fixes and want year-round guidance—not just annual filing—we should talk.
Your Tax Advisor Who Understands
I'm an Enrolled Agent with unlimited IRS representation rights, a Ramsey Solutions Master Financial Coach, and a former educator who translates complexity into clarity.
I've navigated major life transitions myself and understand the weight of high-stakes financial decisions.
You deserve a tax advisor who combines expertise with empathy and provides year-round support—not annual abandonment.
Book Your Tax Strategy Session
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Step 1: Book Your Tax Strategy Session
Schedule your $195 Tax Strategy Session to assess your tax situation and explore opportunities you may be missing. We'll determine if we're a good fit and discuss which services make sense for your needs. If you engage our services, the full $195 is credited toward your service engagement.
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Step 2: Receive Your Tax Analysis
During our session, you'll receive a comprehensive tax analysis based on your prior year return, including specific recommendations and potential tax savings. We'll discuss whether you need ongoing advisory support, tax preparation, IRS representation, or a combination of services.
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Step 3: Move Forward with Confidence
Choose the advisory package that fits your needs and get immediate access to year-round guidance, proactive tax planning, and IRS monitoring. No more tax season stress or facing the IRS alone.
Navigating complex tax decisions during retirement, major life transitions, or IRS issues? The tax code is complex, the stakes are high, and you've worked too hard to leave money on the table.
As an Enrolled Agent with unlimited IRS representation rights, I provide strategic tax planning that goes beyond annual preparation. From Roth conversion analysis to Social Security claiming strategies, you'll have expert guidance year-round—not just during tax season.
You'll never face a tax notice alone, and you'll always know exactly where you stand.
Ready to Move Forward with Clarity?
Book your $195 discovery session to discuss your tax situation and explore how strategic planning and IRS representation can help. You'll gain clarity on your options and next steps.