Holly is a very personal CPA, Financial Advisor and Wealth Strategist.
She entrenches herself into her clients lives and goals, which is why she work with select clients. Are you ready to go to the next level? Are you in the continuous loop of saving taxes but also qualifying for your loan? Many great entrepreneurs have multiple entities, and real estate is almost always one of them. This is a particular expertise her practice, as well as working with Doctors, high end consultants, and the struggle of Inventory issues.
Thinking about buying a company and need someone else to look at it without any emotion attached to it?
Need a CFO? Many large clients need the services of a CFO, but they don’t need a full time employee. Holly frequently takes on the role of a CFO as part of her service, which allows you to the get advice you need, without another person on the payroll.
The subject of tax deductions in the new age of IRS computers taking over audits is a big one. Wouldn’t you rather take real tax deductions that save you money and allow you to keep it at the same time? IRS regulations have made it easier than ever to save for your future and enjoy massive tax deductions at the same time. This is a beautiful thing!