I am more than just your accountant. My goal is to guide you through the labyrinth of tax compliance and to help you make the best decisions moving forward. As an Enrolled Agent, I am permitted (and honored) to represent any taxpayer before the IRS.
My fully remote services include:
> Tax planning, preparation, and filing
> Bookkeeping (daily account monitoring, QuickBooks Online
maintenance, monthly reporting, and preparing tax-ready financials)
> Cost basis with NFTs and cryptocurrency staking, mining, and minting
Have you recently moved? Not just from the sofa to the kitchen, but actually changed your address and dealt with cardboard boxes and packing tape? Maybe instead, you’ve tied the knot or gotten a new job? All of these changes in your life’s journey are so exciting and interesting for you; bringing joy and expectation of bright future moments. Not so much though as far as the IRS is concerned, unless you remember to change your withholding forms’ information, to reflect your newly revised life’s circumstances! We here at Tax-Secure Wealth can take care of it for you, so you can stress less, and confidently experience all of the new opportunities ahead.
As a valued client, you will have access to my professional expertise and network, to gain the most value for your financial situation. It’s a pleasure to discover new ways to save my clients money! Whether it’s suggesting a less expensive insurance policy, or matching you with someone you’re interested in working with, I’m all about extending “the extras” to you, because why not? Representing taxpayers before the IRS requires me to be a stickler for adhering to rules and regulations, but I’m also mindful to keep alert to your specific needs.
It’s simple: if you hire me, I will take care of you.
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