Virtual
Standish Michigan 48658
Philosophy:
I believe that financial independence is not an exclusive right of the wealthy, but rather a tool everyone should wield in order to better themselves and their families. As a Financial Advisor with 30 years of experience, I consider it my job to teach Financial Wellness to anyone who wants to learn.
Working Style:
I believe in building long-term client relationships based on mutual respect. If I make a mistake, I make honest amends in order to solve the issue and preserve the relationship.
I work effectively with people from a wide range of financial backgrounds, communicating
with clients on a level equivalent to their knowledge and comfort level with financial terminology. I’m an effective listener who prefers to discuss complex concepts in layman's terms in order to ensure the client fully understands his or her options.
B A Services Inc. since it first started as an accounting firm has provided customized services for our clients.
We believe in creating customized financial statements for our business owner clients. It is very important the owner is educated, understands, and can implement changes in his business based on these customized financial statements.
After all, it is your story and it should be created with the goal being to help you succeed with your goals for your business.
We offer tax resolution services for those clients who need to help an audit, tax lien, unpaid tax bill and other problems with the Internal Revenue Service and state and local governments.
With so many business owners looking to save on taxes and increase cash flow, we also offer
tax planning services.
Tax planning goes beyond just opportunities by tax credits offered through the Internal Revenue Code.
I believe you have to look at every item on the income statement and determine if there is a way to cut that expense
and use the tax credits offered through the Internal Revenue Core to offset the additional increase in income and self
employment taxes.
My insurance license gives me more opportunities to help the business owner achieve his financial objectives with insurance products designed for the business owner which be not available to a tax planner who doesn't have an insurance license.
