Exceptional Service
Strategic Business and Personal Financial Advice You Can Count on.
Invest your time and efforts on growing your business. Leave the strategy to me.
I come from a family of tax professionals working with and in the family firm. In my career I have worked with all manner of clients from high-net-worth individuals, partnerships, and S-Corporations. I have a passion for out of the box thinking and problem solving.
As a licensed Enrolled Agent, I can address matters around planning for income, estate, gift, payroll, inheritance, and retirement taxes. The Enrolled Agent status is the highest accredited designation that the IRS can award. In addition, I am also a Main Street Certified Tax Advisor which requires me to complete extensive tax strategy certifications as well as attend weekly tax strategy meetings with other certified tax advisors to discuss new and different strategies.
