Smarter Tax Solutions

Specialties

Tougher Taxes Need Smarter Solutions.

Providing tax issue resolution and preparation of personal, trust and estate taxes. Sorry, no bookkeeping or payroll services

Federally Licensed Tax Professional (Enrolled Agent)

Work with individual taxpayers. Provide tax and fiduciary accounting services for attorneys.

History

Established in 2001.

Moved into Tax specialization from fee-​only financial planning. Really like being a taxpayers’ advocate and do that as an Enrolled Agent. Federally licensed for all states and territories.

Meet the Business Owner

Meryl K.

Business Owner

Enrolled Agent (Federally Licensed Tax Professional)

MBA International Business and Finance, Chicago Booth

other licenses have included CIA — Certified Internal Auditor, RIA — Registered Investment Advisor