retirement planning tax accountant

Easy, tested retirement planning tax accountant for busy weeknights.

When I first took on managing my rental properties as a side hustle, I had no idea how complex the accounting side would be.…

I remember the first time I tried to keep track of my rental properties' finances with a notebook and a calculator. The numbers got…

I used to think that retirement planning was something I could handle on my own — after all, I had a spreadsheet, a budget,…

I remember the day I sat in my CPA's office, sweating through my shirt as we mapped out my retirement plan. I was 32,…

I remember the day I sat in my living room, staring at my 401(k) statement, and realizing I had no idea how to plan…

I remember the first time I sat across from a client and realized that my CPA background was more than just a credential —…

I’ll never forget the moment I sat across from my CPA, my hands shaking as I handed over my messy spreadsheet of income, debts,…

I remember the first time I sat across from a client who asked, 'Can a CPA also be a financial advisor?' The question caught…

I remember the first time I sat across from a CPA and a financial advisor, both claiming they could help me with my money.…

I remember the moment I realized I needed help planning for retirement. I was 32, working as an accountant for a mid-sized firm, and…