I focus on serving locum physicians with a proactive and personal approach.
I spent the early part of my career in accounting software, and since 2013 have worked at different times in both public accounting and financial planning where my most recent employer had a growing virtual practice focused on serving physicians. Chasing an over decade long dream, I began Crossroads Financial Consulting LLC in 2019 and then Locums Tax PLLC in 2020. I am a CPA and CFP, and work to serve clients as I would want to be served (honest and professional, delivered with a smile).
A great way to get your tax house in order, the Tax Review is provided over 2 meetings and includes:
1. Cash Flow Management
Options for more easily managing your income by setting up a business bank account, along with a separate tax account for immediately setting aside expected taxes owed.
2. Tax Projection
Tax projection to estimate what your total tax bill will be for the year at a federal and state level.
3. Tax Reduction
Ways to minimize this tax amount that includes retirement plan contribution options, along with other potential business deductions.
4. Choice of Business Entity Whether, from a tax perspective, you should be a sole proprietor or PLLC taxed as an S-Corporation.
5. Record Keeping
How to track your income, expenses, receipts and mileage to stay organized, plan with greater accuracy, and keep IRS-approved records.
This service includes 1 month of follow-up questions and does not include tax preparation or ongoing advice. You can upgrade from the Tax Review to the Tax Advisory package at any time, with the price paid for the Tax Review credited in full toward the Tax Advisory package price
$1,200 (higher if tax situation more complex)
Advisor reviews are provided voluntarily by Finsie members who are clients of the advisor. Clients are not compensated for their reviews.