Michelle is an Enrolled Agent and Licensed Tax Consultant C-907771 with a remarkable career spanning over 30 years in preparing and filing tax returns. Having served as the CFO at Exit Realty, Michelle seamlessly blended her financial acumen with real estate, ultimately adding “principal real estate broker” to her list of licenses. Michelle uses her knowledge of real estate to help guide you in tax planning and self-directed retirement  plans in real estate.

Armed with a bachelor’s degree from the University of California at Berkeley, Michelle demonstrates a strong commitment to academic excellence. Her passion lies in cultivating tax-free wealth through self-directed Roth retirement plans and various other tax strategies.

Michelle is also a go-to expert on the Employee Retention Credit (ERC), showcasing her extensive knowledge in this area. For personalized advice on tax-free transactions involving the purchase and sale of cryptocurrencies within your retirement account, Michelle is the one to consult.

Residing in Southern Oregon, Michelle enjoys the serene beauty of the region near Crater Lake, the Rogue River, and the Tablerocks, expressing her deep affection for the Pacific Northwest.