I am a seasoned tax professional with over fifteen years' experience in tax, audit and wealth management. I specialize in wealth management, tax compliance, tax and wealth planning and tax reduction strategies. My core values include responsiveness, communication, professionalism and trustworthiness. I am both a Certified Public Accountant and a fully licensed Financial Advisor. I love spending time with my wife, children and rescue doc Oscar. Just as I am the protector of my family, in business my passion is to protect my clients from the tax and administrative burdens imposed by the IRS. My goal for all of my clients is to achieve financial independence and ultimate freedom. I would love the opportunity to be your trusted financial professional who can help you cultivate your business and investments and help you thrive.
Licensing & Credentials
Services Offered
Tax Specialties