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Specialties
Maximizing your after tax income can only be done by paying the minimum amount of income and social security taxes allowed by law. This is my job! Income taxes can be complex. Income taxes will only go higher. Allow me to manage your taxes.
For all prospective clients I offer a complimentary review of your past 3 years (business and/or personal) income tax returns. I do this so I can get to know more about you! From there we can discuss tax planning ideas. And, if I find errors in one or more of those tax returns we can file amended returns to get those overpaid taxes back.
I look forward to having the opportunity to meet and work with you.
History
Established in 1982.
One of the first things I did when I began my tax and accounting practice over 30 years ago was to incorporate as a C Corporation because I would be
able to deduct my health insurance costs off of my business tax return. And this is the approach I take with every client. How can I help you to reduce your (total) tax burden.
But my job doesn’t start there because my overriding goal is to help you maximize your financial future. However, I utilize other professionals in my network because I recognize that there is really only a few things that I can and want to do especially well.
So if you are looking for a professional who can not only be your «tax guy» but the coach of your financial team please give me a call.
Meet the Business Owner
Tim W.
Business Owner
Tim Wolfe, CPA (Certified Public Accountant), CFP® (Certified Financial Planner®), is passionate about helping small business owners and individuals improve their financial positions. With over 30 years of tax, financial services, and accounting experience, Tim not only has the experience, he also has the «Triple Crown» in education and certifications: a CPA, CFP®, and a Master’s degree in Taxation. Tim loves his work and cares about doing a great job for his clients and their families.