2815 Valley View,
Because it is impossible for one CPA to be an expert at everything, I refer clients to other skilled professionals if they need a service outside my area of practice, such as dedicated bookkeeping, legal services, and financial planning.
As a tax professional, I believe clients benefit when they coordinate their tax planning and financial planning. In the past I provided financial services to make sure my clients had access to tax aware financial planning. In 2021, I decided to focus on my tax and accounting practice, and I am pleased to refer my clients needing financial services to Mark Ellison of Five Star Partners. Mark Ellison is a CERTIFIED FINANCIAL PLANNER™ affiliated with Avantax who shares my passion for tax smart financial planning.