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what we do

Tailored Financial Solutions for Your Goals

01

Tax planning

Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.

02

Insurance

Insurance solutions include term insurance, final expense, annuities, mortgage protection to safeguard your financial future.

03

Small Business

Proprietorships, C corps, and S corps all file yearly taxes, but the forms used to file depend on the way the business is set up.

04

Retirement

Retirement income, pensions, and annuities can change the way you file your taxes.

05

Audits or IRS Notices

This includes tax audits and notices from the IRS that say there’s an unpaid balance or issue with your return.

06

Mortgage Advisor

We work with over 100 investors. This allows us to get you the best rates on all types of loan programs. 

Click to learn more about mortgages

about Johnnie

Advancing Your Finances with Tax, Insurance and Retirement Expertise

With 22 years of experience as an H&R Block tax pro, Johnnie enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Johnnie stays sharp with an average of 32+ hours of training per year and brings additional experience as an Enrolled Agent (EA). JOHNNIE specializes in small business advanced certified, investments, retirement and more!

  • Available Virtually
  • 22 Years Experience
  • Master Tax Advisor
  • Small Business Certified
  • Enrolled Agent
advisory solutions

Achieve Financial Security with Expert Advisory Solutions

Something To Consider...

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