As a third generation tax pro, my expertise goes beyond tax prep. I'm also a CERTIFIED FINANCIAL PLANNER® which means I specialize in personal financial guidance. From early retirement to equity comp, good tax planning is the key that ties your personal finances together. My favorite clients are creatives in tech with their unique challenges and opportunities. My firm serves both tax clients and financial planning clients from across the country. Let me handle your taxes with precision and care, ensuring your taxes are integrated in your whole financial life. In my free time, I enjoy mountain living with my husband and two kids, hiking with my dog (and sometimes the cat too!), and reading a good fantasy novel by the fire. Whisper Financial