JRM Tax & Wealth Management, LLC

The largest expense most will have during our lifetimes isn’t the cost of education or a home purchase, but the total amount of income taxes we’ll pay. As a licensed Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional, I assist clients in making informed decisions with careful consideration of the associated tax implications. From college savings and retirement planning to operating a small business, I specialize in helping clients to avoid costly errors and optimizing outcomes.