Welcome to First Pitch Planning
First Pitch Overview
I am a Sole Practioner CPA/CFP® professional based in Roswell GA, in business since 2020. My goal is to build client relationships while providing affordable tax preparation, tax planning, and financial strategy assistance to families and small businesses.
I am passionate about continuing education, and staying educated on the ever changing tax landscape, so my clients don’t have to.
In addition, I understand the responsibility associated with protecting your tax and financial records. All of the software and process I utilize protect both my clients and myself from the risks of identity theft and computer hacking.
Finally, I am able to offer my clients the additional protection associated with my partnership with Protection Plus, which provides Tax Audit Defense in the event a client receives a tax notice, audit or inquiry. Up to $1,000,000 in services are provided to reach a resolution.
Credentials
I am both a CPA and a Certified Financial Planner. I will serve as a Fiduciary and act as both your Coach and your Trainer. I am not going to sell stuff to you, I am simply going to provide you financial planning advice.
Easy to Get Started
All tax or planning strategy engagements begin with a free assessment meeting to determine what you want to accomplish and agree on pricing.
You Set the Process
Live meetings for local clients in Georgia and Zoom meetings for clients across the country are available, and I work around your schedule.