Independent proactive advisor and coach, small business investment expertise, tax problem solver, tech savvy, personally accessible and responsive
Working one-on-one with an experienced and credentialed CPA, MBA, MT professional ensures that you’ll have direct access to the strongest practical strategies that fit your situation: from best management practices to tax compliance, dispute resolution, implementing new technology and strategic coaching. You’ll build confidence and trust in a long-term advisor. Novak’s proven track record in building, operating and selling businesses ranging from agricultural, real estate, and contractors to financial services, while minimizing taxes and other risks adds value to your situation.
After initial discussions, we will develop a work plan to ensure that we track performance and attain your financial goals most efficiently.
Read what others are saying
Check out other online information and client reviews.
Quick Information links:
- Services for individual clients
- Services for businesses
- Services for nonprofits
- How to reach me
- Privacy and security
- Secure document portal
- How to refer me
- How to pay me
- Independent reviews
Use this link to schedule a phone call to get started. We’ll discuss you situation and the options available. There’s no fee or obligation.