CPA · Advisory-First Approach
Strategic Tax & Compliance Advisory for Business Owners Who Want Clarity, Confidence, and Control
I help small businesses and high-income professionals navigate tax strategy, compliance, and risk — so they can make informed decisions, stay prepared, and build sustainably.
Tax preparation looks backward.
Tax strategy and compliance look forward.
My work focuses on proactive planning, structure, and readiness — not last-minute filings or transactional services.
Clientele
Who I Work With
Small business owners and founders
From early-stage to established, navigating growth with intention.
Professionals with complex income
W-2 + business, real estate, equity, or multi-state issues.
Growing businesses seeking readiness
Audit-ready, compliant, and strategically structured.
Clarity over shortcuts
Business owners who value understanding over quick fixes.
Services
How I Help
Every engagement is designed around clarity, strategy, and long-term positioning.
View all servicesTax Strategy & Planning
Forward-looking planning to help you understand how today’s decisions affect tomorrow’s tax outcomes.
Compliance & Risk Advisory
Identify gaps, reduce exposure, and build systems that stand up to scrutiny.
Fractional CPA Advisory
Ongoing strategic guidance for businesses that want a CPA partner — not just a preparer.
Approach
My Philosophy
I believe the best tax outcomes come from:
Thoughtful planning, not reactive fixes
Clear documentation, not guesswork
Education, not fear-based decision-making
My role is to help clients understand the why, not just the what.
Availability Notice
I am not accepting new clients at this time. For general inquiries or future availability updates, please visit the contact page.