CPA | Certified Tax Coach

I am more than just a CPA, I am a strategic tax coach that values your story, your values, and your success.

 

My Mission

I saw an opportunity with clients who needed more direction and partnering in their success. Most of the clients that came to me, I found have no real relationship between their CPA and one of the their most personal life aspects (their finances). There was a gap existing for individuals wanting to reach specific financial, personal, and business goals but they were left with a pure focus on the numbers or compiled end-of-year tax returns. I saw that I could make a difference by building a deep understanding and partnership with my clients to utilize my strategic planning and tax skills to create solutions that avoided roadblocks, saved revenue, and enabled them to reach their goals much more efficiently. My clients consider me a part of their business team and rely on me as an integral part of their success.


Education & Credentials:

• Bachelors in Business, Accounting, Lewis Clark State College
• Member AICPA
• Licensed CPA in Idaho & Washington
•Certified Tax Coach

 
Affiliations:

• ZohoBooks
• Freshbooks
• CPAVerify
• IRS e-file Provider
• Quickbooks Certified ProAdvisor



Beliefs/Values:

Goal Focused
My goal is to work with you to understand yours and to provide you a map that efficiently gets you where you want to go.
Innovation
I develop creative solutions based on legally sound practices.
Mastery
Growing consistently on both a personal and professional level is important to me.  Investing in tools, education, and training that makes your experience with me the best it can be is a top priority.
Relationship
By getting to know you, your plans & goals, and your best interests, I am able to create a tax plan that matches your needs.
Self-Expression
Being an entrepreneur I understand the challenges and benefits of business ownership.  Being free to create the business and life I desire is very important, not only for myself but also for you.