You Deserve a Tax Advisor Who Actually Saves You Money
Get Year-Round & Proactive Tax Reduction Planning
We'll Handle All the Bookkeeping, Tax Returns & Accounting
We'll Help You Scale Your Business & Improve Profits
I founded Shore Financial Planning because I lived through the frustration you're experiencing right now. As a small business owner myself, I was tired of working with accountants who only showed up once a year to prepare my taxes—after it was too late to implement any meaningful tax-saving strategies.
I watched too many profitable businesses overpay in taxes simply because their accountants lacked the vision and expertise to be proactive.
That's when I decided to build the firm I wished I had: one that combines comprehensive tax planning with real-world business experience.
Here's what sets us apart from every other accounting firm: we practice what we preach. While I serve as your CPA and Certified Financial Planner, I also own and operate an automotive repair and tire shop.
This means I understand your daily challenges—from managing payroll and handling sales taxes to dealing with employees and cash flow.
When I recommend tax strategies, it's not theoretical advice from someone who's never signed the front of a paycheck. It's battle-tested guidance from someone who knows exactly what it takes to build and sustain a profitable business.
Book a tax reduction & accounting analysis today, and we'll help you see what you can do to reduce your taxes and improve your business.