Meet The Owner
Hello and welcome to the nexus of financial clarity and tax expertise! I’m Tina, Tax Advisor, an IRS Annual Filing Season Program (AFSP) preparer, IRS Electronic Return Originator (ERO), and Accredited Business Accountant (ABA). As a dedicated financial counselor and seasoned tax professional, I am committed to guiding individuals and businesses through the intricate world of finance and taxation.
With over 10 years of experience under my belt, my career is more than just a profession—it’s a passion for empowering clients to take charge of their financial health. I have honed my skills in the ever-evolving fiscal landscape, consistently staying ahead of the curve with continuous education and certifications, such as Life & Health in my home state of South Carolina. Additionally, I hold multiple securities licenses: SIE, Series 6, and Series 63, which can be found on BrokerCheck.
My Philosophy
My philosophy is simple: personalized financial advice tailored to your unique life situation. I believe that every client deserves a holistic approach to their finances, blending tax optimization strategies with long-term financial planning. From dissecting the complex tax code to designing bespoke investment strategies, I am here to ensure that your financial decisions are tax-efficient and aligned with your personal and business goals.
Outside of the Office
Outside the office, I am an advocate for financial literacy in my community, frequently hosting workshops and seminars. When I’m not demystifying taxes or crafting financial plans, you might find me enjoying reading historical romance novels or with my family.
Ready to Transform Your Financial Future?
Let’s embark on your financial journey together with a partnership built on integrity, expertise, and a commitment to your success. Reach out today, and let’s lay the foundation for your prosperous financial future.