Taren McMurray, EA

Financial Planner

Who makes up your family? Jonathan (husband), Talen (10 yr old daughter), Jonna (3 yr old daughter)
 
What is your title? Financial Planner
 
What do you enjoy most about your work? I know this makes me weird, but I love preparing tax returns. Each one is its own puzzle to be solved – take the information I’ve been given, dig for what is missing, put it all together, present & explain to the client.
 
What expertise do you bring to clients? Tax preparation & planning (specializing in clergy & small business), background in accounting.
 
What is your idea of serious freedom? Getting to CHOOSE the life path I WANT to take rather than money DICTATING the path I MUST take.

 

Let’s plan for some serious freedom.

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