From the Nashville Tax Blog

2017 Year End Tax Planning

2017 Planning for the Tax Cuts and Jobs Act (TCJA) We have will have a new law in effect January 1, 2018.  This is the largest tax reform in thirty years, which will take some time to digest and develop solid planning strategies into the future.  However, we do know...

How I Am Different

Available to sit down or accessible virtually, hi-tech tools available for you, and down to earth discussions about your finances.


I understand you are busy.  That's why we can meet in person or have virtual meetings while you are on the go.


Our financial planning technology is state of the art - access your financial information in one place, anytime, and anywhere.


Fee-only fiduciary.  No selling products.  Just helping you learn and grow.  That means your success is my top priority.

I have several questions for you:

  • Does the thought of meeting with a tax CPA give you anxiety?
  • Does the very thought of taxes make you feel uneasy, concerned, or stressed out?
  • Does thinking about gathering your information at the end of the year make you cringe?
  • Are you a bit nervous whether your business it set up correctly with the state and the IRS?
  • Do you want to gain control of your personal and business finances but are unsure how to do so and whether you are “doing it right”?
How I Can Help

Organize and Simplify.

Business owners have many more planning opportunities (ahem... tax saving opportunities) than typical employees.  Please call me to discuss and ensure you aren't leaving anything on the table.

Look No Further. Get Started Today

Contact me today