Mattituck, NY

I work with small business owners to design tax strategies that can legally reduce their tax bills by tens of thousands of dollars each year. My approach goes beyond basic tax preparation—I specialize in proactive planning that aligns with how you actually run your business. Whether it's optimizing your entity structure, leveraging tax-advantaged retirement plans, or applying underused deductions like the Augusta Rule or cost segregation, I help you build long-term wealth while staying fully compliant with federal and state laws.


Many of my clients are shocked to learn how much money they've been leaving on the table. By uncovering these missed opportunities, I've helped them transform tax season from a financial hit into a strategic advantage.


If you're ready to stop overpaying in taxes and start planning like a CEO, let's connect. The earlier we start, the more you'll save—reach out today to take the first step.

Licensing & Credentials

EA - Enrolled Agent

Services Offered

Accounting/Bookkeeping

Tax Specialties

Small Business