I am the Tax Accountant and visionary of the Polaris Tax & Accounting Team, a Xero Certified Advisor and major proponent of the cloud accounting movement. Over my career I had an opportunity to work for almost 20 years with large organizations like The Bank of New York, Wachovia, and Wells Fargo. Eventually my love for accounting and small businesses led me to establish Polaris Tax and Accounting, a dynamic and innovative accounting firm whose mission is to be a disruptive force in the accounting field by challenging the traditional stereotype of the typical stuffy accountant you only see at tax time. I focused on:
• Year round proactive Tax Planning
• Personal & Business Tax Preparation
• Real Time Day to Day Accounting
• Better Cash Flow Management & Budgeting
• Helping small businesses make sense of their numbers
As a Certified Tax Coach and a proactive Tax Accountant, I enjoy crafting customized tax plans using court-tested, IRS-approved strategies for minimizing my client’s taxes in order help them earn more and keep more.