ABOUT ME
WHAT I DO
I'm a US tax expert who specializes in helping my clients understand their tax situations in order to make savvy decisions that can save them thousands every year.
WHO IT'S FOR
People who want ongoing tax advisory services with no strings attached. You believe in paying for services that have a visible return on investment by reducing your annual tax bill.
You desire personalized guidance, accountability, and assistance to analyze opportunities or address challenges. You’ll be ready to respond to life’s changes with an experienced tax advisor in your corner.
WHY IT'S SPECIAL
Most financial advisors can't give tax advice, and the majority of tax professionals aren't financial planners. By combining the power of tax reduction strategies with an extensive knowledge of financial planning, I help clients save money on taxes so they can use it to fund their dreams and business.
I specialize in designing customized, advanced tax reduction strategies for entrepreneurs and investors. With proactive tax planning, you can get the most from every dollar and keep more of your earnings, while paying as little tax as legally possible.
who am i?
For most people, the topics of tax and personal finance are either yawn-inducing, terrifying, or a little of both! But what if personal & business tax planning could help you save on taxes every year? Suddenly, those topics become fascinating…
Finance and taxation are my two greatest passions that led me to establish my own firm. I guess you could say I’m living the dream by doing what I love most…saving my clients thousands every year in needless taxes, penalties, and interest!
Not only that, but I’m a fiduciary. This means I'm held to the highest ethical standards and only work in my clients' best interests. As part of my commitment to deliver ongoing value, I maintain the following certifications...
Certified Financial Planner (CFP) - Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of US-financial expertise and must accrue thousands of hours of experience prior to earning their certification.
Enrolled Agent (EA) - Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. They are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.
Certified Tax Coach (CTC) - Certified Tax Coaches are professionals with advanced training in proactive tax planning, who specialize in finding deductions, credits, loopholes, and strategies to help their clients pay less tax. Fewer than 700 skilled professionals have achieved this designation in the United States.
Certified Fraud Examiner (CFE) - Certified Fraud Examiners are trained to identify the warning signs and red flags that indicate evidence of fraud and fraud risk. CFEs around the world help protect the global economy by uncovering fraud and implementing processes to prevent fraud from occurring in the first place.
Certificate in Financial Planning - Pepperdine Graziadio School of Business & Management
Degrees - Economic Finance from Bryan College & Forensic Accounting from Franklin University
To maintain my certifications, I spend about 120 hours per year taking continuing education courses. This ensures I fully understand law changes, am aware of current trends, and always have relevant information for my clients.
how it works
Schedule your free consultation - we'll talk about your current tax situation and how I can potentially help you!
30 min