Tax Planning & Preparation
I’m passionate about helping business owners and I don’t stress at tax time.
Why? Because tax season is like second nature to me. I genuinely love what I do. Therefore, your taxes and the process of filing them will be a lot more enjoyable if we are working together!
Not only can you trust that I’m up to date on the ever-changing laws and regulations, but I am thorough, detail-oriented, and accessible.
Maybe it’s a quick email I send to you in the middle of the year with an idea. Maybe it’s a reminder text to start gathering up your documents in December.
I can also provide a more formal tax planning process where I project your current year tax liability. With that information, you are able to implement tax planning strategies before year end to minimize any tax liability.
Nobody likes surprises when it comes to tax time. So, get someone on your side who will work hard to give you a positive tax season experience with less surprises come filing time!
“Megan gave me more attention and direction in the first month of working with her than my previous accountant had in the 10 years prior combined. She helped make the whole process of tax preparation easy to understand. She is knowledgeable about common accounting and tax practices, and exhibited a quick grasp of my corporate and personal tax position.”
– Dr. Tom C.
About Me
It’s essential that I get to know each of my clients, so I can be there in every way that’s most impactful. It’s just as important that my clients know me in return, so they can have confidence in their CPA.