My mission is to help my clients achieve financial excellence through timely and accurate accounting, strategic tax planning and business advisory. My core values are Care, Being Proactive, and Hope.
3 Uniques:
1. I know finances are a means to an end: I find ways for clients to achieve their goals and lifestyle with strategic budgeting and business decisions that fall within regulatory guidelines.
2. I buy what I sell: my family and I follow the advice and strategies I give to my clients. This gives me a more intimate understanding of the realities in, for example, starting a second business, buying and managing rental properties, succession planning, creating a new brand, etc.
3. I am a Certified Public Accountant with foundational experience helping mid size and publicly traded companies (a PricewaterhouseCoopers alum). I am also a second generation CPA and grew up with entrepreneur parents and have a deep understanding of the struggles and opportunities of entrepreneurs.
Specific services offered:
-Tax preparation (business and personal)
-Accounting and bookkeeping
-Annual tax compliance (tax provisions for businesses, tax estimates for owners of S-Corp, LLC and Sole Proprietors, etc.)
-Tax planning for real estate (1031 exchanges, cost segregation studies, estate planning)
-Tax planning for succession
-Payroll administration
-General business advisory
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