Description

At Woolfson Tax & Financial Strategies, I believe in the value of relationships. I view every client relationship like a partnership, and truly believe that my success is a result of your success. I am committed to providing close, personal attention to our clients. I take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. My continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of my commitment to excellence.

I have been in practice for over 30 years. I am enrolled to practice before the Internal Revenue Service. An “Enrolled Agent” is an individual who has been granted enrollment by the treasury department to represent all classes of taxpayers in any matters connected with presentations to the IRS. Enrolled Agents are recognized as tax professionals with technical competency in Federal and State Tax Matters.

I am also a Certified Financial Planner™ (CFP™). Certified Financial Planners provide comprehensive financial planning in areas such as Estate Planning, Retirement Planning, Insurance Planning and Investment Planning. I find that Tax Preparation and Financial Planning helps my clients in all areas of their financial lives.

Monday-Friday 9 AM-5PM
Evening and Weekends by Appointment