AbouT ME
Credentials
- Certified Tax Preparer thru H&R Block and Liberty Tax School
- Certified Benefits Counselor/ Work Incentive Planner for the Disabled thru Cornell University
- Over 10 years working with the Disabled Population in Public Schools and Workforce
- 15 years experience preparing tax returns and educating individual on personal money management
Through the Years
For 15 years now, I have been passionate about teaching people how to live in a healthy financial way so that they can enjoy life to the fullest. I've used my education and life experiences to develop training seminars and materials to assist with the step by step process to financial freedom. I've worked one on one with individuals analyzing their current financial situations then creating an action plan to get them from where they are to where they want to be. Serving others is the number one reason why I do what I do and it is my number one priority.
Services
- Offering assistance with SSI/SSDI benefit issues like overpayments, underpayments and working while collecting SSA benefits.
- Income Tax Preparation
- Financial Seminars
- Debt Elimination
- Personalize Financial Analysis