HELPING small businesses save tax & MAKE STRATEGIC DECISIONS
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Strategy
session
See your past, current, and future estimated tax savings
Tax
Planning
Build wealth by optimizing entity selection and tax planning
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Advisory
Grow a more profitable business with financial insights and guidance
People
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Maximize the business impact of your team with payroll, benefits, and people operations support
Hello, I’m Marie
As a CPA and fellow business owner, tax planning is a natural focus for me. I get to build long-term relationships with small business owners and bring new ideas to the table with proactive advice. I also love taxes–that’s why I became an Enrolled Agent, admitted to practice before the IRS.
TAX planning
If you don’t have a plan, you’re planning on overpaying. Planning is not tax preparation, which happens after the fact when little can be done. Here’s what you get with a tax plan:
• Help to PROACTIVELY generate savings in the future.
• A PERSONALIZED PLAN of legal, well supported tax-saving strategies. Strategies are integrated and carefully chosen from100s of possible strategies.
• Estimated RETURN ON INVESTMENT with your complimentary, no commitment Strategy Session.
• Potential SAVINGS you can invest in your business, your wealth, and your enjoyment of life!
Let’s schedule your complimentary Strategy Session!
Recent Insights
Why asking if you will be getting a tax refund is the wrong question
Many times, clients measure their success in saving money on taxes by the amount of their refund or amount owed. While it’s true that you want to avoid penalties and interest or an unexpected...
You haven’t yet filed your tax return. Is it too late for tax planning?
With the tax deadline fast approaching, you’re wondering what the results might be. Will you owe? Will you be getting a refund?* Wouldn’t it be nice if you knew ahead of time? Is there...