Hi, I'm Billy, a CPA licensed in California and Colorado, where my family and I currently live. I have over 20 years of experience primarily in the corporate tax world, including 15+ years at a Fortune 10 company. I left the Silicon Valley stress of California and moved to Colorado so my family, including my three little boys could spend more time with my aging parents. This move also helped me shift my professional focus to small businesses, independent contractors and everyday entrepreneurs, leveraging my extensive experience to provide tailored tax advisory and accounting services.
I use a holistic approach with my clients, not only providing strategic tax advice, but also guidance in wealth-building, retirement planning and asset protection. I love building ongoing relationships with my clients and being a trusted partner helping them on their journey to financial success and peace of mind. Contact me now and let's roll up our sleeves and get to work!
Licensing & Credentials
Services Offered
Tax Specialties
