Halyard Tax
Saint Louis
Saint Louis
Tax planning and preparation for service-based businesses with few to no employees. Let's be proactive and minimize your lifetime tax bill with proven strategies and creative ideas.
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What do you love most about your job?
Finding opportunities that pay back my fee and more. I am a fiduciary and I love to create value for clients instead of just doing a job.
What inspired you to start your own business?
I am a financial planner and tax professional. Commonly - those two individuals have trouble communicating ideas, plans, and results. Taxes and business planning and personal financial planning are all so interconnected and I started my practice so I could help people cohesively tackle it all.
Can you provide your services online or remotely? If so, please add details.
I primarily provide my services remotely - that is my preferred method. Zoom meetings for discussion, email for communication, and a secure portal to transfer documents.
Tax Preparation
Filing of personal and business tax returns
Tax Planning
Ongoing tax planning retainer to deal with issues surrounding compliance and tax minimization
Business Planning
Business coaching and guidance
