I’ve been a CPA for over twenty-five years and to this day, no field fascinates me more than tax and financial planning. After twenty-five years of service, I retired from the Alabama Department of Revenue to start my own practice. My first priority is to serve my clients. I thoroughly enjoy helping clients grow their wealth and strengthen their financial future through sound tax and financial planning.
I actually enjoy being confronted with complex tax matters. I obsessively research all aspects of the issue until I have mastered it. Call me an accounting nerd, but reading tax books actually energizes me. Remaining one of the most competent professionals in my field is very important to me. I am 100% confident in my ability to expertly and energetically serve my clients.
Jesus famously said “Render unto Caesar what is Caesar’s and unto God what is God’s.” While I fully believe in timely filing and paying my taxes – my “fair share” – I also fully believe in arranging my affairs in such a way as to minimize my taxes. Tax planning goes beyond availing ourselves of every deduction available – it is also about arranging our personal and professional life in such a manner as to take advantage of all the tax code has to offer each individual, small business owner, etc.
Now a confession: Business Development scares me. Can my fellow entrepreneurs sympathize with me? Web design is foreign to me and social media is overwhelming, right? Thankfully, my daughters (Tiffany & Courtney) partnered with me.
While pregnant with Tiffany, I was studying for the CPA (Certified Public Accountant) exam. Later, our “story book time” consisted of me reading aloud my financial planning textbooks – I was preparing for my CFP (Certified Financial Planner) exam. Needless to say, I wasn’t surprised when Tiffany chose to major in accounting! While her passion goes beyond accounting — business development and marketing – she still remains an accountant at heart. My youngest daughter, Courtney, rebelled against all things “math” and became a communications strategist. She offers Tiffany and I her unique perspective whenever she isn’t busy with her full-time gig at NASA.
This blog is our way to further serve you. Hopefully you find it helpful, funny, and original!