CPA | Former IRS Revenue Agent | Tax Advisor
Tax Planning & Advisory for Individuals and Small Business Owners
Helping clients make informed tax decisions with clarity and confidence.
Whether you're a salaried professional, business owner, real estate investor, or navigating a major life change, I help you understand your tax situation and identify planning opportunities before they become costly mistakes.
Perspective
Why Work With Me?
As a CPA with experience in both public accounting and the IRS, I understand tax issues from multiple perspectives.
I work directly with clients to simplify complex tax matters, answer questions, and help them make informed financial decisions.
More about meMy areas of experience include
Services
How I Can Help
Focused, flat-fee engagements designed to give you clarity — not open-ended billing.
Tax Planning Session
A personalized review of your tax situation designed to help you understand opportunities, risks, and potential strategies.
Starting at $299
IRS Notice Review
Received a notice from the IRS? I'll review the notice, explain what it means, identify any deadlines, and help you determine the appropriate next steps.
Starting at $250
Tax Return Second Opinion Review
Wondering whether your return was prepared correctly? I'll review a prior tax return and walk you through what I find.
Starting at $300
Process
How It Works
Schedule a Consultation
Choose a convenient time using the online scheduler.
Upload Documents
You'll receive instructions on securely providing any relevant documents before our meeting.
Meet One-on-One
We'll discuss your situation, answer questions, and review potential planning opportunities.
Receive Recommendations
You'll leave with greater clarity and actionable next steps.
Ready for clarity on your taxes?
A single conversation can surface opportunities — and catch issues — before they become expensive.