I grew up in Main Street America. My family has always been self-employed. My father started his own Tax and Accounting practice 35 years ago. I worked my entire childhood to create the business we call TBS. I grew up working in his office from an early age taking on any task that I was given with a smile. These experiences have shaped the Advisor I am today.
After graduating from Slippery Rock University I committed my life to helping small business owners in Western Pennsylvania and the surrounding regions. With my lifetime of experience, I will help to minimize your tax liability, increase your cash flow, and strategically grow your business. My insight and expertise will help you maximize every deduction you are entitled to.
We believe a hands-on approach, with multiple meetings throughout the year, is the best way to communicate and optimize your customized tax plan. "Poor planning on your behalf does not constitute an emergency for me." To maximize your tax savings and planning you must actively plan, communicate, and implement tax strategies ahead of time. Timing is critical! There is no better time to start planning than now.
Book a Free discovery call with our Business Manager, Kaylee, to start keeping more of your hard-earned money in your pocket.
Licensing & Credentials
Services Offered
Tax Specialties