Services Provided
Tax Preparation
Tax Planning/Review
Business Consulting
Financial Coaching
Tax Planning Specialties
Business Owners
(LLC's, Partnerships, S-Corps)
Individuals nearing Retirement
(Planning when to take Social Security)
Individuals in Retirement
(withdrawing Social Security and Retirement Accounts)
Individuals and Families growing wealth
Individuals preparing to pass on an inheritance
My Process
01
Introductory Meeting
Schedule a call or come into the office. We will sit down and go through exactly why you wanted to meet and how we can help.
02
Review Supporting Information
In order to provide the most value, we will request supporting documents. Every project is different so this could be anything from tax returns, investment statements, Operating Agreements, estate planning documents, etc.
03
Value-Add Planning
We have a 100% success rate on providing value-add planning ideas in every project. Don't you get frustrated paying money to a CPA and all they do is your taxes? You want to know what to do to fix your situation and how to optimize your finances. Ultimately, this is why we do what we do.
BIO
Gavin Lovvorn, CPA has a bachelor's degree in Finance and Accounting from Ball State University. He completed his CPA license while working at a large CPA firm in their corporate audit department. Gavin has a passion for helping people with their personal finances. He has taught Financial Peace University at local churches and has done hundreds of tax returns for individuals. Gavin lives and works in Fort Wayne, IN with his wife Bri and son Ezra.
