Navigating Taxes with Expertise

Providing personalized tax preparation, consulting, and advocacy services.

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Services

Tax Preparation
Individual federal, state and local tax return preparation, including small business, rental properties and investors.
Tax Planning & Consulting Services
Strategic tax planning is essential for effectively navigating the financial implications that can arise from various transitions in your life: changing jobs, launching a new business, investing in rental properties, preparing for retirement, family transitions, etc. By proactively addressing your tax position, you can reduce potential liabilities and enhance your overall financial well-being during these critical moments of change.
Tax Advocacy
Representation and support in case of audits or disputes with tax authorities.

My Commitment to You

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My Commitment to You

With over 20 years of experience in the tax and accounting industry, I specialize in delivering expert tax preparation and consulting services tailored for individuals and small businesses. Since 2014, I have been licensed as an Enrolled Agent, which allows me to represent taxpayers with complete authority before the Internal Revenue Service. Throughout my career, I have successfully handled a variety of tax disputes on behalf of my clients, navigating tax audits and managing collection issues. I am dedicated to ensuring that my clients understand their tax obligations while optimizing their financial outcomes through strategic planning and support. I am a member of both the national and Ohio Associations of Enrolled Agents.

Lets Talk

I would welcome the chance to discuss your tax needs and explore how I can assist you. Understanding your unique situation is crucial. Whether you're seeking advice on tax planning, compliance, or strategies to minimize your tax burden, I am here to help navigate these complexities. Together, we can work towards ensuring that you are well-prepared for tax season.
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(419) 960-2538
Perrysburg, OH
MTWF - Fri: 7 pm - 9 pm Sat: 4 pm - 8 pm Thurs & Sun: Closed