Enrolled Agent, Tax Strategist, Client Accounting Services
I'm the proud father of 3 amazing daughters. Daughter 1 is a health policy wonk and a real estate investor, also in Atlanta GA. For a long time, I was known as The Ballet Dad as daughters 2 and 3 were aspiring ballet dancers; one is a successful medical doctor in Atlanta GA and the other is heading to law school. In my spare time I enjoy sailing in Newport Bay, walking our dogs along southern California beaches, and spending time in the kitchen cooking up a wonderful Italian meal.
My accounting and tax career started in public accounting serving main street clients throughout Norther California followed by stints helping private companies re-organize, serving in senior roles in mortgage finance and working to build a national retail company. Those experiences along with investing in real estate fueled my passion for helping the Main Street business owner and real estate investor accomplish their financial goals and pay as little income tax as possible.
Licensing & Credentials
Services Offered
Tax Specialties