Liz Esarey, CPA, believes the best tax planning happens before important financial decisions are made. With more than 40 years of experience, she has helped individuals, families, and business owners navigate complex tax matters with greater clarity and confidence.

 Liz is a Certified Public Accountant (CPA) and completed her accounting coursework at Edison State College. She specializes in proactive tax planning, retirement and wealth transfer strategies, business entity planning, and helping clients understand how tax decisions can support their long-term financial goals.

 Throughout her career, Liz has learned that the best planning opportunities often happen before a tax return is filed. By understanding each client’s goals and financial circumstances, she works to identify proactive tax strategies, simplify complex decisions, and help clients make informed choices with confidence.

 Known for her approachable style and genuine care for the people she serves, Liz believes lasting relationships are built on trust, communication, and listening. She strives to help clients leave every conversation feeling more informed and confident about the decisions ahead.

 Outside of work, Liz enjoys spending time with family and friends, traveling, relaxing at her cabin in northern Michigan, reading, and discovering new places and local restaurants.

 Liz believes a retirement worth living is one that provides the freedom to spend your time doing what brings you joy and purpose, supported by a thoughtful financial plan that helps you make the most of the years you’ve worked so hard to achieve.