Our Location is 1 Steele St. Suite 117, Burlington Vermont
Total Tax Preparation Service
Building Financial Foundations
Building Financial Foundations
Enrolled Agent licensed to practice before the IRS. 50 State Certified, Experienced, Expert Tax Preparation.
Quick and efficient turnaround with fully secure electronic exchange for financial documents.
LLCs, Rentals, Sole Props, Partnerships and S Corps, Families and Trust, Couples and Singles.
Certified E file administrator with full audit
Enrolled Agent licensed to practice before the IRS. 50 State Certified, Experienced, Expert Tax Preparation.
Quick and efficient turnaround with fully secure electronic exchange for financial documents.
LLCs, Rentals, Sole Props, Partnerships and S Corps, Families and Trust, Couples and Singles.
Certified E file administrator with full audit protection available.
Expert tax planning & advice and reasonable rates!
Building Financial Foundations
Building Financial Foundations
Building Financial Foundations
Since 1999 I have been advising individuals and businesses on saving, investing and insuring, while co-managing their financial assets.
My Goals? To educate and empower my clients to make good financial decisions. To minimize financial risk and maximize real return with an overlay of total tax efficiency. To be a trusted financial consultant.
About Me
Building Financial Foundations
About Me
For 15 years I worked as a fee-based advisor, choosing investments for corporate sponsored 401k accounts and many individual accounts.
In 2015 I started my own Tax Preparation and Consulting firm.
I qualified as a Quick Books Online Pro Advisor as well as an Independent Insurance Producer.
More recently I completed the certification for I
For 15 years I worked as a fee-based advisor, choosing investments for corporate sponsored 401k accounts and many individual accounts.
In 2015 I started my own Tax Preparation and Consulting firm.
I qualified as a Quick Books Online Pro Advisor as well as an Independent Insurance Producer.
More recently I completed the certification for IRS Enrolled Agent, in order to fully represent my clients in all matters related to the IRS.
My specialty is year round tax planning and annual tax preparation & filing. I also specialize in fixed rate investments, detailed retirement income planning and holistic portfolio consultation.
When I'm not working, I'm enjoying cycling, volleyball, cooking, watching UVM basketball, and just enjoying life in beautiful, vibrant Burlington, Vermont.