Theresa (Terri) is dedicated to providing clients with friendly professional service, emphasizing tax savings, accuracy and responsiveness. She also offers bookkeeping and payroll services. Terri has spent the last 20+ years working with individuals and business owners. She has helped many of these clients with tax planning and strategies to maximize their tax savings.
For individuals, Terri can help you with tax saving strategies, year‐end planning. If you have had a life changing event, or are planning one, she can help you understand the tax ramifications, and any tax saving opportunities that may exist. She can help you determine the best timing of the event if it is something you have control over.
For business owners, Terri can help you develop a tax strategy, that takes into consideration your personal situation, and plans for the future. She can help setup your books, or make your existing system more efficient. She can guide you through the steps of starting up your business including entity selection, or dissolving or selling your business.
| Available Specialties | Request More Quote |
|---|---|
| Business Taxes | Request Quote » |
| Large Business | Request Quote » |
| Personal Taxes | Request Quote » |
| Individual Tax Preparation | Request Quote » |
