Do You Work With Our Accountant and/or Attorney?

Do You Work With Our Accountant and/or Attorney?

With a client’s permission, we will always work with their other advisors. In fact, we strongly advise we work as a team on their behalf. Allowing us to speak with them and provide or receive information directly assists us in connecting all our clients’ financial professionals efficiently.

I see you are a CPA. Do you give tax advise?
While I keep my CPA license active, I do not give tax advice. I will work closely with your current tax advisor in implementing your financial plans. If you do not have a valued tax advisor, I would be happy to make a recommendation based on your personal situation.