Vanessa Lucey says that it was a boss of hers that noticed her talent for accounting. 'He saw it before I did.' she says, acknowledging the doubts she had for her own abilities. When it comes to finance, Vanessa says that it comes down to two things: basic math and educating yourself on the changing climate of the tax code.
A guiding hand to lead us through what might feel like a tangled web designed to trip us up is something we may not only want but need. Vanessa understands this and has 20 plus years in finance. Vanessa, owner of Lucey Accounting, says that many of her clients come to her with a mix of fear and frustration. Vanessa insists it doesn't have to be that way. 'I'm really here to help with lowering you tax bill as much as I can.'
Vanessa says she is continually keeping up to date on the tax code, but she also says that people don't realize how much can be done through good tax strategies. A common mistake made by those who run businesses or have complex finances is not maintaining careful accounts and missing expenses. Vanessa advises saving and organizing all your paperwork, be aware of the changing tax rules and policies, and make sure you are compliant.
Although taxes for 2025 are upon us, you can start planning your 2026 taxes now. Begin a record of all your spending, keep files of all receipts, and take the time to vet a proper accountant. In the end, Vanessa says she appreciates that people often feel vulnerable when it comes to their finances. 'I'm a non-judgmental person, more of a therapist, and I talk people through their stress.' she says. The goal is to get you a refund, rather than owe taxes.
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