Hi, Nice To Meet You!
As a New Orleans-based business owner, speaker, and author for nearly 30 years, I help families and businesses in New Orleans, Louisiana, Texas, and nationwide simplify their taxes and plan for the future. My motto: tax planning isn’t just for the wealthy! I show clients how even a simple return can unlock money they didn’t know they had — then how to use that same strategy to grow and protect it for years to come.
Three Areas Of Service I Provide:
THE NOW - TAX PREPARATION
Easy, accurate tax prep for individuals and businesses, guided step-by-step with a simple questionnaire and secure online filing. Get a quote fast and keep more of what you earn.
THE PAST - TAX NOTICES
Received a notice or audit from the IRS? Don’t panic. I help you understand the issue, respond correctly (including amendments), and resolve it confidently so you can rest easy.
THE FUTURE - TAX PLANNING
Looking ahead? I review your recent returns and financials to identify opportunities to save on taxes, optimize cash flow, and plan for long-term growth. Smart strategies today = more money tomorrow.
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Tax Planning Consultations
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Presentations & Events
Coming 2026!
Stuck Financially? I've Been There! In This Book, I Share What Worked!
Personal Finance Resources
Build Wealth From A Job!
Learn simple strategies to make the most of your paycheck, save smarter, and grow your financial foundation.
$7
Got a Business Idea? Get This!
Get the tools and guidance you need to plan, budget, and launch your business with confidence.
$FREE
Get a Bigger Paycheck!
Discover hidden money in your paycheck, optimize spending, and free up cash flow for what matters most.
$FREE
Don’t Let Finances Overwhelm You—
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Join the ranks of successful families who have taken their finances to new heights with my expert guidance. Don't miss out on these invaluable tips—your journey to simple step-by-step and long-term wealth starts here.
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