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What is an ELP?

An Endorsed Local Provider (ELP) is someone who Dave and his team have vetted and trust to serve his listeners with the heart of a teacher.  My wife and I are long-time Dave listeners and used the Total Money Makeover as the foundation to begin our financial journey.  Today we are on Baby Step 6.

I do not work for Dave nor does Dave have ownership in my firm.  I work to serve my clients best interests.  Fortunately, Dave and I see eye-to-eye on many financial philosophies.  I take his endorsement very seriously and am very proud to have it.

My Dave listeners range from those with “too much month and the end of the money” to Entreleaders and Everyday Millionaires looking for top-tier advice.

Part of being an ELP involves participating in the Entreleadership program and monthly Masterminds with other CPAs and tax professionals from across the country.  We are truly professionals seeking personal and professional growth.  Most importantly, this helps us serve you better.

Are you sick and tired of being sick and tired?

Dave Ramsey

What does Dave have to say?

True Cost of Tax Software

Tax software isn’t cheap.  Did you choose the right program for your tax situation?  Did you key it in correctly? 

Do you know what you don’t know?

Why Use an ELP?

For taxpayers with a super-simple tax situation, you may be able to handle it (W-2 only).  But it doesn’t take much for your taxes to become too complicated for the average Joe. And you don’t want to risk missing out on deductions and credits.

Do you need a tax pro?

Even doctor’s, lawyer’s, and CPA’s – yes CPA’s – are among my clients.  Do you need a tax pro?  You may not.  At least ask – I’m here to help!

Painless, Stress-Free, Easy Taxes

Please sign up if you would like to take the stress out of your tax season.  I’m flexible and try to my tax season as painless as possible.  The process is simple:

  1. I set up secure client portal.
  2. You upload documents.
  3. I prepare the return.
  4. You review, we discuss, you approve.
  5. I e-file.