I work with closely held flow-through businesses, including partnerships and S-corporations, as well as the individuals who own them.
My experience translating the intricacies of tax law into plain English for my clients to digest enables me to stay committed to helping them navigate the challenges of business ownership and investments. From structuring partnerships to optimizing personal tax outcomes, I provide solutions that are practical, clear, and easy to understand.
I believe delivering high quality tax services in an approachable, straightforward way is key to enhancing my clients’ financial outcomes. Applying strategic insights, I help them optimize their tax positions, navigate complex compliance requirements, and maximize the benefits of their investments — all while making the tax process digestible to deliver results that provide value and peace of mind.
Beginning my career in 2004, I worked at top 10 firm Baker Tilly for more than 19 years before joining MGO.