Missy Soele, CPA Specializing in Social Security
Missy Soele
CPA, Michelle Soele PLLC
Professional Profile
Michelle “Missy” Soele, CPA, brings over 20 years of dedicated experience in public accounting to individuals, trusts, and family businesses throughout Texas. Operating from Boerne, TX, she specializes in tailored tax planning and compliance that empowers her clients to navigate their financial landscapes confidently. Missy's extensive background spans diverse industries, including real estate, farming, ranching, oil and gas, and more, allowing her to offer deep insights into the specific needs of clients ranging from self-employed professionals to high-net-worth individuals.
As a holder of the NSSA® designation in Social Security planning, Missy Soele brings specialized knowledge of Social Security planning to every client relationship.
Known for her proactive approach and commitment to clear communication, Missy takes pride in delivering personalized tax guidance and year-round support. She ensures that her clients are not only informed but also prepared for the changes that life and business may bring. In addition to her professional expertise, Missy's passion for serving her community and her clients shines through, making her a trusted partner in complex tax matters, trusts, and estate planning.
When she's not helping clients achieve their financial goals, Missy cherishes time with her husband and son, often found together on the baseball field. If you're seeking a knowledgeable and reliable CPA who understands the intricacies of social security and tax optimization, reach out to Michelle “Missy” Soele at Michelle Soele PLLC for expert guidance tailored to your needs.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.