Description: Real estate income taxes entities consultations spreadsheet tools
Ask anything/ Anytime. Nearly 40 years of ‘financial therapist’ experience, with honesty & empathy. A conservative, holistic approach to your ‘bigger picture’. If personal stewardship is important, then you’ll appreciate the depth of training, education, and wide range of financial real life experience I’ll afford you. I’ve walked hundreds of folks through realty transactions, completed 1000’s of tax filings, and built hundreds of financial model spreadsheets for my clientele. You may need a ‘chaperone’ ass
Existing clients may request ‘VIRTUAL’ appointments ! | Stay Home & Still MEET US option
TAX PREP w/ complete ‘Annual Reviews’ options: Online $ | Office $$ | Your Home $$$