Message from the CPA:
Just last week we finished teaching the fantastic new Dave Ramsey and Rachel Cruz class “Smart Money, Smart Kids”, that teaches parents how to help their children WIN with money. Greg and I love teaching these classes and watching the class participants literally transform their families as they learn and apply the concepts!
We saw marriages enhanced through the Financial Peace University class we taught a few months ago. Dave Ramsey’s principles really do free people from the stress of not knowing where their money went, and the worry over whether their money will run out before their next paycheck. Being a part of that learning process is exciting for me!
When you come to our office for an appointment, I love teaching you about tax-saving strategies and staying in compliance with the tax laws. The issues are often complex and confusing, and I like explaining them in a way you can understand, allowing you to be more in control of your financial future.
My passion is for teaching others in a way that facilitates a better life. It’s why I come to work every day, and love to do what I do!
Message from the CPA:
Hanna and I merged our firms on January 1, 2013. Over the last two years we have experimented with and debated how to best divide up the duties. Traditionally most CPA firms would have each partner keep and maintain their own book of business with the other partner serving in an advisory role. But you know we are not a traditional CPA firm! We have found that the most efficient and accurate way to serve you is to have each of us doing what we do best. For Hanna, that is communicating and meeting with clients. For me, it is burying myself deep into the technical work, research and actually preparing the taxes. This team-up combination ensures that you will receive the highest quality product and the most efficiency. As such, Hanna will be meeting with almost all of our clients this year while I will be preparing most of the tax returns. While many of you have met with me for years, I have no doubt that you will enjoy meeting with Hanna as she organizes your data to be passed on to me for preparation.