Tax Prep & Consulting
Every individual and company needs a strong financial advocate. I provide tax prep and consulting services that will help you maximize your tax savings, prevent costly mistakes and plan for the future. While others in the industry are choosing this time to bow out of the tax business, I’m doubling down by studying every letter of the new tax law. That specialized expertise gives you the expertise you need to come out ahead.
Using my own story of fraud, along with years of expertise in the field of fraud detection, I offer a 50 minute to four hour event that not only teaches but also entertains. Your people will learn the elements of fraud, the warning signs of fraud and detection techniques that work for everyone. Then, they’ll become bona-fide detectives in our “Whodunit Fraud Game,” parsing the clues and sniffing out the culprit together.
Every Thursday, I would close my CPA firm to offer free financial counseling to the community. I loved helping people so much that I sold my firm and dedicated myself full-time to lecturing and counseling about the ethical use of money across the country and the world. Then, as a Stewardship Director and Pastor at Fellowship Bible Church in Roswell, GA, I helped meet the community’s needs, worked with fund raising and help life-changing events.
*EA – Enrolled Agent – Licensed to represent taxpayers before the Internal Revenue Service
*Certified Public Accountant – Licensed by the States of Georgia and Florida
*Past chairman of the FICPA Federal Tax Committee – 2009
*Fellow of the National Tax Practice Institute- 1999
*Graduate member of the American Academy of Tax – 2001
*CFO of Better Way Health – 2018