At Independent Financial Solutions, the objective is to grow your investments. As part of my commitment to you, I always keep an eye out to reduce your tax liability so that you don’t have to pay any more than your fair share in tax. That way, you can invest your money instead of giving it to Uncle Sam.
During your retirement years, I can help you create tax efficient withdrawal strategies from your various investments to help you keep taxes from eroding your retirement income.
You worked a long time to enjoy the fruits of your labor so let’s make sure you can spend it on you instead of Uncle Sam!
My passion to help you reduce your tax liability is supported by the fact that I bring you my expertise as an Enrolled Agent (EA), the highest credential the IRS awards.
Like a CPA, an Enrolled Agent is a tax practitioner who can represent you before the IRS. This means I am uniquely suited to help you keep more money in your pocket through tax free and tax deferred investment strategies.
As an added bonus, my experience also enables me to work alongside your tax professional, if you have one.
