Crown Point, IN Meeting: Online or In-Person Offered
Language(s): English, Spanish, Tagalog

My professional journey is rooted in faith, integrity, service, and stewardship. I believe the knowledge and opportunities I have been given carry a responsibility to use them well and help others succeed.

For more than 20 years, I have worked with small-business owners and entrepreneurs across taxation, accounting, business management, technology, and real estate. This multidisciplinary experience allows me to look beyond the tax return and help clients understand how their financial and business decisions work together.

As an entrepreneur, I understand firsthand the challenges of running and growing a business. My approach is proactive and education-focused: helping clients identify legitimate tax-saving opportunities, strengthen financial systems, improve operations, and understand the “why” behind their strategies.

I hold three bachelor’s degrees, an MBA, and am a Main Street Certified Tax Advisor (MSCTA), proudly part of the program’s inaugural graduating class.

Through Genesis Tax & Business Service, my mission is to help business owners start, grow, manage, and succeed while becoming more informed, confident, and empowered in their financial decisions.

Let’s build your strategy—not just prepare your taxes. Be Glad Always.

Licensing & Credentials

Accountant CFP - Certified Financial Planner Master of Accountancy MBA - Master of Business Administration Paid Preparer Real Estate Broker/Realtor

Services Offered

Accounting or Bookkeeping Financial Services Insurance ITIN Payroll Sales Tax Reporting Tax Advising Tax Planner Tax Prep

Tax Specialties

Foreign Citizen International Business Manufacturing Non-Profits Online Sales or Ecommerce Real Estate Restaurants Small Business

Where I Provide Services

Serve all 50 states Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming