I have worked with hundreds of tax clients in my 18-year financial career. I am a serial entrepreneur having started multiple successful businesses and now focus exclusively on white-glove tax strategies and resolutions.
I am earned an MBA from Babson College, an MPA from Framingham State University and a degree in Business from UMass Dartmouth. I am also an enrolled agent, or EA, focusing narrowly on managing tax arrangements for business or private entities. Enrolled agents (EAs) are federally-authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government. I boast a wide range of knowledge in tax-related subjects such as income, business, estate, gift, payroll, levies, inheritance, non-profit and retirement taxes.
Whether you are a high-end business owner hoping to save on tax liability or you are dealing with the IRS, I bring a wealth of knowledge to your feet. My tax strategies help business owners find new resources to create wealth with advanced approaches & forward-thinking planning. I also have a particular grasp on working with government agencies, having done so throughout most of my career. I have effectively represented clients before the IRS and resolved complex matters.
I offer you peace of mind as your advocate representing your needs in every area of tax solutions.
In my spare time I love traveling the US in my RV along with my husband and our two dogs, Koda & Bristol.
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