I work primarily with closely held businesses, family offices, and high-net-worth individuals, as well as exempt organizations, offering extensive tax services that instill peace of mind every step of the way. With many years of experience navigating complex tax codes and regulations, I provide solutions that align with your financial goals while helping you minimize the risk you take on.
Priding myself on high customer engagement, I am committed to seeing my clients’ challenges through and delivering the best possible results. I am diligent and responsive with everyone I work with, exemplifying my unwavering dedication to client care. My skillset lies not just in technical proficiency but also in fostering long-lasting relationships built on trust and reliability.
With my 29 years of experience providing proactive tax compliance and accounting services, I am committed to delivering tailored strategies and solutions help my clients meet their goals with confidence.