Why I'm the CPA for You
Hi, I'm Rod!
Since 2008, I've been helping people just like you save thousands on taxes, plan for retirement, start and sell businesses, plan for college, and help with end-of-life planning.
Are you tired of your tax person not answering your questions, taking forever to get your work done, and leaving you scratching your head why you owe money each year?
Do you wish you could find someone you can trust, who is easy to work with, and who you have confidence to be there with you through all of life's changes?
Stop settling for less!
When you work with me, your work will be completed quickly and your phone calls and emails will be returned promptly, without any drama or excuses.
You will work directly with me - not an inexperienced staff accountant or seasonal preparer with questionable experience.
We will use the latest technology, such as industry-leading tax software, apps to securely upload your tax documents to me, automated tax organizers, and electronic signatures.
Say goodbye to the hassle of setting up a meeting, coming to the meeting, the endless follow-ups asking for more information, and then coming in AGAIN to sign your tax returns.
I will work to find you every deduction and credit that you are entitled to and give you actionable ideas on how to reduce your taxes.
Your taxes will be done right the first time, with the fastest refunds possible.
In the event that I make a mistake, I will pay 100% of your penalties and interest, and fix your problem for free.
If the IRS or State comes knocking, I will be there to handle it for you.
If you owe, I will help you figure out how to adjust your W-4 withholdings to cover the correct amount of tax for your situation, or plan for quarterly estimated tax payments.
If you have questions, I will send you a personalized video review of your tax return, explaining why things are the way they are and what we can do to fix it.
What are you waiting for? I can work with ANYONE in the United States, no matter where you are located.
Contact me today and let's get started!
Interested in working together?
Getting started with me is easy!
Just click the button below and let me know a little bit about your situation, how best to contact you, and when you are available to chat.
We will then set up a time discuss your situation over the phone, Zoom, or in person.
I can work with anyone in the US, no matter your location