Insurance Management Services

As a tax agent and bookkeeper, I am the only consultant in the West Kentucky area that will file taxes for anyone regardless of the state, as well as, the only ITIN acceptance agent. With over 30 years experience Debi strives to the best for each and every client. We accept walk-in clients.

SpecialtiesAt Milestones Financial Planning, we work with people just like you to make the most of your milestones, with an emphasis on those milestones yet to occur.