Strategic AdvisoryCPA Practice

About

About Me

I am a licensed CPA with experience spanning tax compliance, advisory work, and federal revenue examination.

Perspective & Approach

My background gives me a unique perspective: I understand how businesses operate—and how compliance is evaluated—allowing me to advise clients with clarity, realism, and foresight.

I specialize in helping clients:

  • Understand their tax and compliance landscape
  • Make informed structural decisions
  • Reduce risk while staying aligned with their long-term goals

Professional Background

  • Certified Public Accountant (CPA)
  • Experience in federal tax compliance and examination
  • Advisory-focused approach to tax and business strategy
  • Background working with individuals and small businesses facing complexity—not just forms

I do not believe in one-size-fits-all advice. Every engagement begins with understanding the full picture.

What I Don't Do

To stay focused and effective, I do not offer:

High-volume tax preparation

Transactional bookkeeping services

Cookie-cutter tax strategies

My work is intentionally selective and advisory-driven.