I am a Certified Public Accountant, Financial Advisor, and Tax Planner with over 20 years of experience helping individuals, families, and business owners navigate complex tax and financial decisions. I am a licensed CPA in both Texas and Washington State and licensed Investment Advisor Representative in several states.
My practice focuses on proactive tax planning, tax preparation, business advisory, and financial planning, with an emphasis on helping clients understand how today's tax and business decisions can affect their long-term financial goals.
While tax planning and financial planning are often handled by separate professionals, I am able to evaluate both sides of the equation. I consider not only how a strategy may reduce taxes today, but also how it may affect cash flow, retirement planning, investments, business growth, and long-term wealth accumulation.
Licensing & Credentials
Services Offered
Tax Specialties
Where I Provide Services
