Meet the Founder
I am a CPA with over 25 years experience specializing in all financial issues for individuals and small businesses. With help from my experience as an IRS agent, I have successfully represented hundreds of clients before the IRS for all kinds of tax problems.
As a Registered Investment Advisor, I am licensed to advise clients regarding personal investments, and can invest your assets in the financial markets. Every client is treated as family and I work hard to help them reach long-term financial security and a happy retirement.
When I prepare your taxes, I look at your total financial situation to see where you can save money and put more toward retirement. This includes an evaluation of your needs regarding retirement planning, real estate, mortgages, business issues, investments, asset allocation, budgeting, debts, college savings, insurance, etc.
I am not only your tax preparer – I am your full financial advisor as well. I am here to help you all year – not just during tax season.