Where expert tax advice meets personal, local support

Alex wing, EA

Growing up, I watched my dad make a meaningful impact in countless lives by providing clarity and guidance to individuals as a financial advisor. I graduated from the University of Nebraska Omaha with a degree in Finance, Banking, & Investment Portfolio Science, fully expecting to follow in his footsteps. I ended up finding a parallel path—helping businesses and their owners navigate the ever-changing and often overwhelming world of taxes. 

 

Outside of work, I am blessed with a life I could only ever dream of with a beatiful, supporting wife, our new daughter, and our two pups.

 

With over eight years of experience in the financial planning and tax field, I am eager to bring clarity and guidance to small businesses and individuals with accounting needs, so they can focus on what's important to them.

Growing up, I watched my dad make a meaningful impact in countless lives providing clarity and guidance to individuals as a financial advisor. I graduated from the University of Nebraska Omaha with a degree in Finance, Banking & Investment Portfolio Science fully expecting to follow in his footsteps. I ended up finding a parallel path—helping businesses and their owners navigate the ever-changing and often overwhelming world of taxes. 

 

Outside of work, I am blessed with a life I could only ever dream of with a beautiful, supporting wife, our new daughter, and our two pups.

 

With over 8 years of experience in the financial planning and tax field, I am eager to bring clarity and guidance to small businesses and individuals with accounting needs, so they can focus on what's important to them.

Meet the Team

Caylynn - Admin Support

Keeps things organized and running smoothly behind the scenes

Amelia - Chief Morale Officer

Responsible for smiles, giggles, and keeping our priorities straight

Lila & Ivy - Office Pups

Experts in emotional support and napping, they make sure breaks happen on time