Broomfield, CO Meeting: Online or In-Person Offered
Language(s): English

Hi, I’m Billy, a CPA licensed in California and Colorado, where my family and I currently live. I have over 25 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

CPA - Certified Public Accountant

Services Offered

Accounting or Bookkeeping Payroll Tax Advising Tax Planner Tax Prep

Tax Specialties

Influencers Medical or Dentistry Real Estate Small Business

Where I Provide Services

Serve all 50 states