We give retirees clarity so that they can develop a plan, pay less taxes, and retire with confidence.We are a fiduciary financial advisory and wealth management firm with a focus on tax optimization.Founded by CPAs and CFP® practitioners, we use our expertise to incorporate true tax planning into your financial plan and portfolio.Please visit our website! https://www.bestgatewealth.com

We have developed Bestgate Tax & Accounting Advisors to bring top tier tax, accounting & consulting services to small businesses and individuals in the Frederick-Baltimore-DC region. I believe my background has provided me with a unique perspective and experience which allows me to provide creative and thoughtful advice to my clients as they tackle complicated and critical financial endeavors.

In this position I worked with owners of closely held businesses and other individuals, trusts and estates to help meet a variety of their financial goals. We regularly found ways to reduce the client's overall tax burden and provide other vital information, aid and insight during the decision making process. I enjoyed working with clients in all phases of their financial life cycle. Advising on things like acquisition structure, business plans and accounting systems is very exciting. However the succession, retirement and estate planning has been equally as fun as I have helped clients assess what they have built, the best way to cement their legacy and plan for a new phase of life.

In this position I was responsible for the monthly financial statement preparation and administration of our IT systems. I also contributed to management by providing financial analysis for store managers and corporate managers, preparing budgets and various studies on efficiency. I also had bank financing discussions, wrote a business plan and an employee handbook.