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Because life is already complicated enough.

Tax code is complex and constantly changing - just like your life.

As we all pass through various stages in our lives different sections of the tax code become more and less relevant depending on circumstance.  Life changes make a difference in all of our lives.

  • Marriage, divorce or death of a spouse

  • Birth or adoption of a child

  • Purchase or sale of a home

  • A new job, promotion or loss of job

  • Evolving pay structures or equity awards

  • Starting a new business or selling an existing one

  • Retirement, both planned and unplanned – it happens.

My goal in working with clients is to understand what changes are taking place in their lives, help them plan where we can or try and find ways to soften the impact where we can't.

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