Tax Preparation
Who makes the better detective – Sherlock Holmes or a tax accountant? I’d put my money on the accountant!
Every year, new tax laws go into effect, and old ones go away. I can work with you to make the process more… palatable.
Insurance
Health Insurance has become such a complex web that is hard to navigate, and it’s not getting any easier.
I can narrow down your options to the ones that will fit best into your lifestyle and help you understand how to use your benefits more effectively.
Bookkeeping
The time you spend at your business should be spent on the business, not the paperwork.
I work along with you to do the tedious tasks and give you good financial data that you can use to grow.
Financial Counseling
Budget. Debt. Retirement. These are all bad words to many people, which doesn’t help their financial picture.
I am here to break through those nasty words and work with you to understand that understanding your money is not such a terrible thing.
Financial Freedom
What is the key to financial freedom?
Put simply, it’s spending less than you make and doing that for a long time.
It seems like an oversimplification of things, but ultimately, that’s what it boils down to. This is how you grow your money. This is how you navigate financial hurdles. Most importantly, it gets you on the mindset of controlling your financial situation rather than having it control you.
Money issues and mental issues also go hand-in-hand. The more your financial world is out of control, the more stress and anxiety you feel. The more stress and anxiety you feel do not do wonders for the rest of your well-being.
Suicide rates and divorce rates are just two areas that spike when finances are uncertain. It doesn’t have to be this way. We, as a society, have made finances seem so complex that we don’t want to understand it. So, we need to simplify our understanding of how it works.
If we simplify our financial life, we simplify other areas in our lives. Guess what? That puts less strain on our mental well-being, which helps us lead happier, healthier lives.
Who doesn’t want that?
Client Testimonials
"Michael, has been working with me for the last 18 years Processing my taxes. Three years ago he began to manage my books for my business and he has done an incredible job. I have referred him to my friends, clients and family members. Many of them have been with him about the same time that I have, That speaks highly of Michael. My family members have businesses and they’re so grateful that Michael has been such an asset to them.
Michael is a person of integrity, an advocate, an incredible teacher in guiding me through my finances and providing valuable advice that has increased my business revenue. He has been available to me during the year when questions have come up. I am very blessed and honored to have Michael as my tax and bookkeeper professional. My family, friends and clients would rate him the same."
Michael is a person of integrity, an advocate, an incredible teacher in guiding me through my finances and providing valuable advice that has increased my business revenue. He has been available to me during the year when questions have come up. I am very blessed and honored to have Michael as my tax and bookkeeper professional. My family, friends and clients would rate him the same."
Alicia M
"I recently started my own business, Michael was critical in assisting me in obtaining my LLC, setting up my bookkeeping and providing valuable resources and advice. Michael continues to manage my bookkeeping and processing taxes.
I would and will refer Michael to family , clients, and peers."
I would and will refer Michael to family , clients, and peers."
Scott E
"Enjoyed working with Michael. He is professional and responsive I highly recommend him.
It was easy to upload taxes in a secured site. I highly recommend it, especially due to COVID."
It was easy to upload taxes in a secured site. I highly recommend it, especially due to COVID."
David L