I bring 21 years of experience in the financial services industry with a strong background in both accounting and investments. I am a detail oriented, highly responsive accountant that knows how to solve the problems that often bring clients to a CPA, as well as create controls to keep issues going smoothly for the future. I am committed to the highest ethical standards when creating tax strategies giving my clients peace of mind that they are minimizing their tax burden while staying within the bounds of the law.

I specialize in managing client business activities in the proper order, where I first focus on tax planning, then assist with accounting services and proper documentation, and finally handle tax preparation. I am more than someone that will come in at the end and just record the history of what happened over the past year. I am someone who specializes in accounting services and tax reduction strategies, who has long term interests in mind and can help develop a plan to properly track deductions, reduce income taxes, avoid costly audits, prepare taxes and provide a road map to increase wealth.

My goal as a Certified Public Accountant is to develop relationships with my clients that go deeper than just providing accounting services. Understanding my client’s financial goals and working with them to help create a successful business in order to reach those goals is the most rewarding part of my position.