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Smooth Sailing Towards Success

Amy Rose Herrick | Tax Professional,
ChFC®, Author

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With more than three decades of experience in financial services, I bring practical knowledge, straightforward communication, and personal attention to my work. As a Chartered Financial Consultant, tax professional, author, and financial educator, I believe people deserve clear explanations and solutions that make sense for their individual circumstances.

ARH Firm's
Reason for Existence

I believe financial matters don't need to be more complicated than they already are. People deserve straight answers, practical information, and a professional who takes the time to listen.

My approach has always been personal. I want the people I work with to feel comfortable asking questions, understand their options, and have confidence in the decisions they make.

The ARH Approach

Tailored Solution:
I understand that every person and business has unique resources, concerns, financial challenges, and opportunities. I work closely with you to develop customized strategies that align with your specific goals and challenges.

Expert Insight:
Experience matters, especially when dealing with taxes and important financial decisions. I draw on decades of professional experience and continuing education to help clients understand complicated tax matters, recognize potential issues, and make informed decisions without unnecessary confusion.

Tax Services:
My professional services focus on individual and small business tax preparation, along with detailed reviews of previously filed income tax returns. I approach each engagement with attention to detail, clear communication, and an understanding that every client's circumstances are different.

What Clients Have to Say

The confidence and trust of the people I've worked with over the years mean a great deal to me. You're welcome to hear about their experiences.

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