Proactive Tax & Planning Services that maximize peace of mind and emphasize accuracy.
What Makes Us Different
We take a personal, planning-first approach to understanding your complete financial picture. We don’t believe in meeting once a year just to file a tax return. Instead, we focus on proactive tax planning—because we’ve seen the peace of mind and meaningful financial impact that comes from anticipating opportunities and avoiding surprises. If you’re looking for a once-a-year tax filing relationship, we may not be the best fit—but if you value ongoing guidance and thoughtful planning, you’re in the right place.
Nick Stecklein, CFP®, EA
Nick has been working in the financial services industry since 2017 and is passionate about helping individuals and business owners make confident, informed decisions about their taxes and finances. He is a CFP® professional and is enrolled to represent taxpayers before the Internal Revenue Service. Having worked at both large firms and boutique practices, Nick brings a thoughtful, hands-on approach shaped by experience across projects of all sizes and mentorship from some of the best in the industry.
When he’s not working, Nick enjoys spending time with his wife and daughter, running, playing with his dog, camping, and cooking.
Who We Are