Small business owners
Entity structure, owner compensation, retirement plans, and quarterly planning, so your business and personal taxes work as one strategy instead of two separate problems.
CPA · CFP® · Des Moines, Iowa · Serving clients nationwide
Keep more of what you earn. On purpose.
Proactive tax strategy for people and businesses whose taxes have outgrown a once-a-year return. Planned all year, in plain English, so April is never a surprise.
How I work
Tax as a strategy, not a deadline.
Anyone can file a return. The value is in the decisions made before the forms are ever filled out, and in having someone who is thinking about your taxes long before they are due.
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Advice before compliance
Most tax work explains what already happened. I start with what we can still change: structuring decisions, timing, and elections that shape the bill before it is ever filed. The return is the last step, not the conversation.
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Year-round, not year-end
The choices that move your taxes happen in March, June, and October, not the week before the deadline. We plan throughout the year so that filing is simply confirming a strategy already in motion, with no April surprises.
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One advisor, the whole picture
As a CPA and CFP® professional, I look at how your taxes fit into the rest of your financial life, from income and business to real estate and retirement, so decisions are weighed together instead of in isolation.
Who I work with
Built for financial lives with real complexity.
The more moving parts your situation has, the more there is to plan for, and the more a year-round, strategy-first approach is worth.
High-income earners
Equity compensation, multiple income streams, and rising complexity that benefits from deliberate bracket management and a coordinated, multi-year plan.
Real estate investors
Depreciation, cost segregation, passive-loss rules, and exchange strategy: using property the way the tax code intends to legitimately offset income.
Retirees & those nearing it
Roth conversions, withdrawal sequencing, and using real estate to offset income, turning a lifetime of saving into the most tax-efficient retirement possible.
What working together looks like
From one return to a real plan.
- Step 1
An introductory call
A straightforward, no-pressure conversation about your situation and whether working together makes sense.
- Step 2
A clear strategy
We map the moves worth making: structure, timing, and the planning opportunities specific to your circumstances.
- Step 3
Year-round execution
Planning, compliance, and filing handled together, with check-ins through the year so nothing is left to the last minute.
Get started
A conversation, not a sales pitch.
The first step is a simple 30-minute call about where you are and what you are trying to accomplish. No obligation, no jargon.