Angie is nationally recognized Certified Tax Planner, who has helped her clients save hundreds of thousands of dollars by proactively employing IRS provided advanced tax reduction strategies.  She is the recepient of the Certified Tax Planner award by the prestigious American Institute of Certified Tax Planners and knows how to leverage every available deduction, tax strategy, legal "loophole", credit to ensure you and your business pocket more of your hard-earned wealth and grow your generational wealth.

Small businesses and individuals must be PROACTIVE about managing their taxes. Major corporations have access to such strategies through their tax/legal departments. Angie  passionately brings these service within your reach, the small business owner, so you can put more of your hard-earned money back in your pocket. She  specializes in serving real estate professionals and investors, self-employed healthcare practitioners, as well as dentists and dental practices and the restaurant industry.

 She is an avid educator, educating small businesses, high net worth and high-income wage earners on ways to increase profits, improve cash flow, and build wealth. Her expertise as a Certified Tax Planner helps her develop personalized strategies that guides our clients through the steps they can take to achieve their personal and business goals. We offer a high level of personalized service making it easier for our clients to understand the current situation and what is required in order to gain more control over their finances.

 According to the General Accountability Office (GAO), taxpayers overpaid their taxes by nearly $1 billion due to missed opportunities. We are experts at not only identifying missed opportunities, but also minimizing future taxes by engaging in year-round tax planning methods as we learn each of our client’s goals and work closely with them.

 While tax preparation provides a record of past data, tax planning uses a proactive approach to create opportunities to reduce taxes based on future goals.