Skip to main content

How I Serve My Clients

I am a CPA and financial planner. I work as a fiduciary for all of my clients to help them minimize taxes and reach their financial goals. I specialize in tax preparation and accounting services for small business owners, real estate investors, and anyone looking to reach financial independence.

Tax Services

Tax planning strategies to defer, reduce, and eliminate taxes. Tax return preparation services that are accurate and on-time. We utilize technology to make the process as painless as possible

Accounting & Bookkeeping Services

Accounting services that give you the information needed to make strategic decisions. We offer bookkeeping and payroll so you can delegate and focus on running your business