My Approach

I have spent many years learning about the intricacies of US tax law and doing business the “traditional, old school CPA way”. This usually involves an in-person meeting (billable), a detailed engagement plan (also billable), then the work being done by a group of people. The pandemic of 2020 taught me that the world has changed and that I can provide the same high level of service, without a bricks and mortar location, at rates far more affordable than the average CPA firm. My mission is to help small business owners and individuals to be as tax efficient as possible, while taking away the time and worry of preparing an accurate tax return. My goal is to be your trusted Partner who is always available for your business and tax needs.