Tax Planning in Pocatello, Idaho
Taxes can become less confusing for you than they currently are. I help you make smart tax decisions today that align with your long-term goals — so you can possibly keep more of what you earn and worry less about the IRS. Explore More Services
Taxes feeling uncertain?
Taxes can feel unpredictable. You might worry about overpaying, missing deductions, being tax-inefficient in your savings or facing surprises when you file. Maybe your income has changed, or you’re unsure how investment gains, company equity, retirement withdrawals, or real estate sales will affect your taxes.
Without a clear plan, it’s easy to lose thousands of dollars in avoidable taxes — and that uncertainty can make every April stressful.
Tax Planning With Me
As a Certified Financial Planner™ and CPA, I help people in Pocatello and beyond understand their tax picture. From optimizing deductions to planning capital gains, I’ll help you understand what really matters for your financial goals.
I don’t just prepare taxes — I help you plan ahead. My approach focuses on multi-year projections, using tax-informed retirement strategies, and aligning your investment plan with tax efficiency. The goal is to help you make confident, informed decisions before the year ends.
Our Tax Planning Process
Schedule a Meeting
Book a tax planning session online or visit my office at 312 W Center St, near Gate City Coffee.
Review Your Finances
We’ll walk through your income sources, deductions, and investment activity to identify where you can save.
Completing Your Tax Plan
You’ll leave with clear, actionable steps — whether that’s adjusting contributions, realizing gains, or rethinking your filing approach. Sometimes we find that there isn’t much or anything for you to change, but you can walk away with more confidence in your situation.
Would we work well together?
I’ve spent more than 20 years helping clients in Pocatello and beyond plan their taxes wisely — from small business owners in Chubbuck to retirees in the University area. As both a CPA and CFP®, I combine technical knowledge with personal financial insight and a willingness to look forward in planning rather than just backward in reporting.
If you keep putting off tax planning, you may miss valuable deductions or face unnecessary surprises at filing time. Let’s create a clear tax strategy that supports your bigger financial picture.