Robert utilizes a holistic approach to reduce unnecessary costs, risks, and taxes while optimizing resources, maximizing income, and minimizing taxes.
Expertise
Farm Income
Partnership (Business Tax Expertise)
C Corporation (Business Tax Expertise)
Rental Property Income
Foreign Income
Cryptocurrency
Business Tax Returns
Self-Employment Income
Employee Stock Purchase Plan
Multi-State Taxes
S Corporation (Business Tax Expertise)
Schedule K-1
ISO Exercise
Retirement Income
Experience
Verified Pro with 22 years of experience
Meet online
Ann Arbor, MI
How we’ll work together
Intro call
Schedule an intro call and we’ll meet to go over your tax situation.
Upload your documents
I’ll help you understand what documents you need to upload.
Review and file
After you review, I’ll file your taxes for you. And you’re done!
About me
Nice to meet you 👋
Education: Master of Science in Accounting (MSA) focused in taxation, MBA in Finance, Chartered Wealth Manager (CWM), GAFM Global Academy of Finance & Management® - ISO 29990 Certified International Board of Standards.
Registrations: Series 7 General Securities, Series 65 Uniform Investment Adviser Law, Series 63 Uniform Securities Agent State Law.
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