Helping individuals, pre-retirees, and business owners make smarter tax decisions before problems become expensive.
Tax Preparation
Retirement Tax Planning
Roth Conversion Guidance
IRS Questions
Small Business Tax Planning
S-Corp Advisory
Bookkeeping Cleanup
Payroll Tax Guidance
CFP® + EA Experience
Tax and financial planning perspectives under one roof.
Local Central Illinois Firm
Serving individuals and business owners throughout Champaign, Tuscola, Savoy, and surrounding communities.
Proactive Tax Planning
Looking for opportunities before tax season instead of reacting afterward.
Straightforward Advice
No jargon. No sales pressure. Just practical guidance designed to help you make informed decisions.
🧾 Tax Preparation
Federal and state tax preparation with an eye toward your bigger financial picture.
🏖️ Retirement Tax Planning
Coordinate withdrawals, Roth conversions, and retirement income strategies.
📊 Tax Planning
Identify opportunities before tax season instead of after.
🏢 Small Business Tax Planning
Tax strategies designed specifically for business owners.
📚 Bookkeeping Cleanup
Get your books organized and ready for better decision-making.
⚙️ S-Corp Advisory
Guidance on entity structure, payroll, and tax-saving opportunities.

CFP® Professional
Enrolled Agent (EA)
15+ Years in Financial & Tax Services
Specializing in Financial and Tax Planning and Retirement Tax Strategies
Paul works with individuals, families, and business owners to help them make informed financial decisions and pursue their long-term goals with confidence. Drawing on more than 40 years of experience, he provides guidance on retirement planning, wealth management, and business succession strategies.
CFP® Professional
Certified Wealth Strategist® (CWS®)
Certified Exit Planning Advisor® (CEPA®)
Marine Corps Veteran
40+ Years in Financial Services
Retirement & Wealth Planning
Business Exit & Succession Planning

✓ 15+ Years of Tax & Financial Experience
✓ Individuals & Business Owners Served Throughout Central Illinois
✓ Tax Preparation + Proactive Tax Planning
✓ 5-Star Google Reviews

Helping Central Illinois individuals and business owners make informed tax decisions through proactive tax preparation and tax planning. Schedule a Tax Intro Call.