“How much you earn is YOUR business; how much you keep after taxes, is MY business.” ~ Marguerite Harkness
“Every person’s financial situation is different, and you should make decisions based on YOUR reality.” She enjoys working with her clients, when they are considering important financial decisions and help them choose the right options to minimize any tax obligations, either now or in the future. She gives advice on the right timing of making a financial decision. She shared with us that spreading an expense from one year into the next could have significant taxation consequences. She can also help families with their personal taxation issues, especially aging clients.