Referred by Your CPA or Enrolled Agent?
If your CPA or Enrolled Agent suggested that you speak with me, that referral was intentional.
Tax preparation and long‑term financial planning are two different disciplines — and when they work together, the results are significantly stronger.
You were not sent here to replace your tax professional. You were sent here to strengthen your overall strategy.
Why Your CPA Referred You
Most tax professionals focus (appropriately) on accurate preparation, compliance, and year‑to‑year optimization.
My role is different.
I focus on forward‑looking financial structure — the decisions that affect your tax picture, retirement trajectory, cash flow design, risk exposure, and long‑term wealth building.
When CPAs refer clients to me, it is typically because:
· Your financial situation has grown more complex
· There are planning opportunities beyond the tax return
· Major transitions are approaching (retirement, business changes, inheritance, etc.)
· Strategic coordination would reduce long‑term tax drag
· You need a comprehensive plan that integrates tax awareness into wealth strategy
Your CPA remains your authority for tax filing and compliance.
I work alongside them — not instead of them.
You can expect:
· Clear explanations without talking down to you
· Structured, long‑term planning — not one‑year reactions
· Direct collaboration with your CPA when strategy overlaps with tax
· Defined next steps and implementation guidance
· A calm, methodical approach to complex decisions
If you were referred here, it’s because your tax professional believes you would benefit from a more integrated financial strategy.
That’s what we build.
What You Can Expect Working With Me
A Note About My Practice Focus
My work is designed specifically for Black professional women.
However, I serve referred clients who value thoughtful, comprehensive planning and a collaborative advisory structure.
If you are here because your CPA trusts my work, you can expect the same level of diligence, care, and strategic clarity.
Professional collaboration is built on mutual respect.
And if we decide to work together, your CPA relationship remains central — not secondary.
Next Step
If you were referred, the simplest next step is to schedule a Good Fit Conversation.
We’ll review:
· What prompted the referral
· What you’d like clarity around
· How I work
· Whether a coordinated planning relationship makes sense for you
No pressure. No obligation.
Just alignment.
If your CPA believed you would benefit from this conversation, it’s worth having.