I'm not the right CPA for everyone.  That's by design.  I work best with business owners, landlords and individuals with more complex tax situations.  That's where experience, planning and a fresh set of eyes can really matter.

Not sure you're getting everything you should from your current tax professional?  Or maybe you've been doing your own taxes.  Either way, I offer a second opinion on your prior-year individual and/or business tax returns.  For $595, I'll review them and spend an hour or two walking you through what I find.

In more than twenty years of reviewing tax returns, I almost always find something — errors worth correcting, deductions left on the table or strategies that haven't been considered.  If I do, I'll tell you what I'd do differently and why.  You'll come away with a better understanding of your tax situation and the decisions behind it.

What happens next is up to you.  If you’d like to see whether a second opinion makes sense for you, schedule a free initial consultation below.

Book an appointment here