Services - The Savvy Accountant®

get ready for taxes

Tax Strategy

Plan tax mitigation

We work to mitigate your tax liability throughout the year.

tax resolution

Tax Resolution

Received a notice?

Millions of individuals and small businesses experience IRS tax problems each year.

tax preparation

Tax Preparation

Let us handle your taxes

Sure, you can do your own taxes but as your business grows, this gets more complicated.

real estate agent

Real Estate Taxes

Specialized knowledge of

We work closely with many real estate investors on the unique tax and financial planning challenges that they face.

CFO

CFO Services

Virtual

Get the benefits of having a CFO without having to pay someone to fill the role full-time.

strategy definition

Business Strategy

A strategic plan for strategic grown

You focus on growing your business while we help you determine how.

How to Identify Strategic Issues

Vision & Mission

Our mission is to help my clients become savvy about the tax code so that the IRS no longer gives them anxiety, saving them thousands in taxes so they can use those savings to build generational wealth. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. The Savvy Accountant is dedicated to meeting these goals with high standards of excellence and professionalism.
Our 2021 Goal is to save our #SavvyFamily aka clients $4MM in total tax savings!