Timothy
Timothy Y.
In addition to being an Enrolled Agent, Tim has also earned the professional licenses of CERTIFIED FINANCIAL PLANNER™ and Accredited Financial Counselor®. He takes a holistic approach to tax preparation and personal financial guidance. Tim's career in tax planning began when he volunteered for a budgeting workshop at a church, and he now accepts rotational assignments as a Personal Financial Counselor for the U.S. military.
Reviews
Alex U.
Tim patiently guided us through the complexities of our tax situation that involved 3 different states. Thanks a lot for all your help in the crunch time! I'm glad that you are such an expert!
Abby M.
I started a business last year and am very fortunate that Tim has been there to advise me all along, just as my taxes got complicated. He's saved me thousands and has kept me updated amid all of the new tax laws for small business this year. I highly recommend hiring him!
Liz D.
Tim is very detail-oriented, and his background as a financial planner is very helpful when it comes to giving me relevant and practical financial advice. He is highly recommended!