Boston, MA Meeting: In-Person Only

I'm a family man first, and being a father to two daughters has shaped how I define success. It's about creating the freedom for meaningful experiences, protecting what matters most, and building something lasting for them and for the future.

I help business owners who are (1) Serious about not leaving money on the table from big tax bills and (2) Want to STOP wonder, "Am I missing something?" while managing too many moving parts. As a single point of contact, I design master tax-led blueprints that protect more of their money and unify taxes, finances, investments, operations, and exit plans into one strategic plan. We check in regularly throughout the year, giving them clarity, confidence, and time back with zero guesswork, zero stress, and clear next steps.

If you're ready to move past the daily chaos and lead with intention, Book a complimentary call, and we will map out where your business is today and design a clear path forward.

Chartered Tax Consultant • Main Street Certified Tax Advisor • Fractional CFO • Fiduciary Series 65 Investment Advisor • Certified Business Mentor • MBA

NaviraTax

www.NaviraTax.com

Licensing & Credentials

CPA - Certified Public Accountant CFP - Certified Financial Planner

Services Offered

Accounting/Bookkeeping Payroll Insurance

Tax Specialties

Cryptocurrency Foreign Citizen Small Business Manufacturing Online Sales or Ecommerce Real Estate