San Clemente, CA Meeting: Online Only
Language(s): English

I’m a CPA, former professional golfer, and author of The Zero Tax Strategy. I founded XIT CPA to help successful entrepreneurs approach taxes proactively—before deadlines and transactions limit their options. I understand the pressure business owners face because I have built and led businesses of my own.


I work with entrepreneurs, business owners, and high-income families who want more than tax preparation. My team and I identify planning opportunities, design clear strategies, and coordinate implementation with an emphasis on sound documentation and long-term wealth creation.


I believe sophisticated tax planning should still be understandable and actionable. Clients can expect direct communication, creative problem-solving, and a practical plan tailored to their goals. If that approach fits what you’re looking for, I invite you to connect.

Licensing & Credentials

CPA - Certified Public Accountant

Services Offered

Accounting or Bookkeeping Payroll Tax Advising Tax Planner Tax Prep

Tax Specialties

Agriculture Cannabis Cryptocurrency Door to Door Sales Foreign Citizen Influencers International Business Manufacturing Medical or Dentistry Non-Profits Online Sales or Ecommerce Real Estate RVs Restaurants Small Business Transportation, Uber or Lyft

Where I Provide Services

Serve all 50 states