Built for business owners and young professionals who are tired of trekking through their finances alone.
Forging a New Financial Frontier
Your bookkeeper doesn’t talk to your CPA. Your CPA doesn’t talk to your financial planner.
Something always falls through the cracks.
Frontier brings your books, taxes, and financial plan under one roof - managed by one advisor who knows every part of your picture.
No gaps. No handoffs. No surprises.
One Firm. Every Financial Need.
EA + CFP®
Under one roof
One
Point of contact, always
Bookkeeping
Tax planning
Tax preparation
Financial planning
Business advisory
The Enrolled Agent (EA) credential is the highest designation awarded by the IRS to professionals with expertise in taxation and tax representation.
As an Enrolled Agent, Jeff can prepare your tax returns, build your tax strategy, and represent you before the IRS.
The Certified Financial Planner™ (CFP®) designation is a nationally recognized credential awarded by the CFP Board to professionals with expertise in financial planning, tax strategy, retirement planning, and ethics.
As a Certified Financial Planner, Jeff has a fiduciary obligation to act in your best interest. No commissions. No conflicts. Just straightforward advice.
Most business owners and young professionals face the same challenge: advice that is reactive, fragmented, or inaccessible.
Their CPA sees them once a year, rushes through their return, and disappears until next season. Their financial advisor may require large investment minimums or operate under a commission-based model.
Frontier Tax Advisory was created to bridge that gap.
Who We Help
Finally, an advisor who actually wants to work with you.
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You’ve got revenue coming in and you’re ready to stop losing money to missed deductions and guessing. We’re built for you.
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You’ve got a bookkeeper here, a CPA there, and nobody looking at the full picture - including your personal finances. It’s time to consolidate under one roof.
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You’re tired of surprises and missed opportunities at tax time. Accurate projections built on clean financials mean your strategies are grounded in real numbers, not guesswork.
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No business? Our “Trailhead” package is built for individuals who want an advice-driven plan without product sales or investment management.
From chaos to clarity - and eventually, building real wealth.
Most clients come to me with messy books and no system. Here’s how we move from survival mode to thriving with confidence.
Gather the Logs
We clean up the books, reconcile accounts, and implement systems that create accurate financial reporting and visibility.
Striking Tinder
Once the numbers are reliable, we identify inefficiencies, improve cash flow, and fix costly issues that may be holding the business back.
Fuel the Flame
With a clear financial picture, we can run projections and proactively implement multi-year tax and financial strategies.
Burn it Bright
As operations improve and tax savings compound, business owners begin feeling more in control — connecting business profits to personal wealth building.
"I feel like a financially responsible person for the first time in my life, thanks to you."
— Olaf W. · Real Estate Business Owner
"I went from 'as long as I'm making more than I spend, that's good' to actually understanding my finances."
Will C.
Digital Marketing Business Owner
"Thorough, professional, and trustworthy. Jeff's a proud extension of our family."
Brandon V.
Financial Planning Client
Ready to get everything off your plate?
No commitment. Just a conversation.