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Skills

  • Estate Planning
  • Planning
  • Tax Services
  • Accounting
  • Administrative Assistant
  • Analytics
  • Articles of Incorporation
  • Asset Management
  • Benefits Administration
  • Business Formation
  • Business Management
  • Cash Flow Analysis
  • Client Management
  • Contracts
  • CRM

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Services

  • Passionate Paralegal

    $10/hr Starting at $25 Ongoing

    Dedicated Resource

    Paralegal Services: - Contracts, Legal Research, Documentation Prep, Memos - Estate Planning Documents: Wills, Trust, Durable Power of Attorney - Veteran Pension Benefits - Business Formation: State Filings,...

    Administrative AssistantArticles of IncorporationBenefits AdministrationBusiness FormationBusiness Management

  • Tax Planning and Preparation

    $10/hr Starting at $25 Ongoing

    Dedicated Resource

    Tax Preparation / Accounting Strategic tax planning and preparation services including: - Individuals - Corporations, LLCs - Rental Properties - Amended Returns - Tax saving strategies and tax planning...

    AccountingAnalyticsCash Flow AnalysisPlanningTax Services

  • Finance

    $10/hr Starting at $25 Ongoing

    Dedicated Resource

    Financial Planning / Paraplanner: - Comprehensive Wealth Management and Asset Protection Planning - Modular Financial Planning: Education, Retirement, Business, Tax, and Estate Planning - Risk Management...

    Asset ManagementCRMEducationEstate PlanningFinancial Analysis

About

Passionately I help those who enter my life be true to themselves, grow to become the individuals they wish to be and form an everlasting bond while having fun, working hard, and succeeding.

Max. He is a nine-month-old Cavalier King Charles Spaniel. He loves his ball, people, and chewing on the corners of my wood furniture. Daily we have basic training. Sit. Stay. Come. Fancy tricks to follow.

Decisions start with understanding the basics. Daily, I receive phone calls and emails asking about tax, law, and finance concepts. The questions are not profound, although eventually, they can be, they are simple and fundamental. The greatest satisfaction is sharing the tax knowledge then watching the ah-ha moment with the success that follows.

Accidents happen. Sometimes they are stinky and Max runs under the table. No one is born perfect with financial or legal prowess. Yet, overtime with assurance and encouragement through learned behaviors in a safe environment cultivates personal growth. Fundamentals still and always in training.

Work Terms

I'm pretty flexible.