Whether you need year-round financial guidance or simply want strategic tax preparation, we'll help you keep more of what you earn.
Best for business owners who want ongoing guidance.
Monthly bookkeeping
Quarterly tax planning
Financial reporting
Unlimited strategy
Business + personal tax returns
Best for business owners who already have bookkeeping handled but want smarter taxes.
Business tax return
Personal tax return
Year-end planning meeting
Tax savings recommendations
I'm a soft spoken (but outspoken), potty mouthed, business badass. When I'm not crunching numbers and researching tax laws I'm either hitting the links or hiking up mountains.
Freebird Financial was born after 20+ years in business operations, managing multi-million dollar businesses. I needed to KNOW why my numbers differed from corporate. When I received unsatisfactory replies, I did what any logical person would do...Quit > get a Masters in Accounting > become an IRS Enrolled Agent and Certified Tax Coach. Totally normal. Now I help business owners make decisions that are advantageous today, tomorrow and at tax time.
Combine a business background with a strategic (legal-loophole-loving) tax nerd and you've got a whole lot of passion backing your business. Let's get to work!