Plan Ahead & Save More with Tax Planning
Smart tax planning goes beyond filing once a year, it’s about understanding your financial picture and making proactive choices that work to your advantage. With more than 30 years of experience, Tricia helps individuals, families, and business owners minimize tax burdens, avoid surprises, and plan for the future with confidence.
Who We Serve
For Businesses
From entity structure and expense tracking to year-end strategies, Tricia helps small business owners make informed decisions that support growth and compliance.
For Individuals & Families
Whether you’re planning for retirement, navigating a new job, or managing investments, Tricia provides personalized tax strategies that keep more money in your pocket.
What You Can Expect
Personalized Advice
If you call or email, you’ll hear back, often the same day. Clients count on Tricia when they need her most.
Year-Round Support
No hidden fees or rates. Tricia offers professional service that’s priced clearly from the start.
Honest Communication
You’ll never be passed off to a team or portal queue. All clients work with Tricia directly.
Frequently Asked Tax Planning Questions
What’s the difference between tax filing and tax planning?
Tax filing is about submitting your returns accurately and on time, while tax planning focuses on strategies to reduce your tax burden before it’s time to file. Planning ahead helps you save money and avoid surprises when tax season arrives.
How often should I meet with you for tax planning?
I recommend reviewing your situation at least twice a year, mid-year and before year-end, so we can adjust strategies for any changes in income, expenses, or tax laws.
What kinds of strategies do you use for small businesses?
I help business owners plan for quarterly taxes, evaluate deductions, manage payroll expenses, and make decisions on entity structure to maximize savings and stay compliant.
Do tax laws really change that often?
They do, and keeping up with them is part of my job. I stay current with every change so my clients can make informed decisions and avoid penalties or missed opportunities.
Let’s Build Your Plan
Get ahead of tax season and start planning for a stronger financial future.