POCONO LAKE, PA Meeting: Online Only
Language(s): English, Spanish

Serving as tax strategist and advisor, I help real estate operators and the construction trade CEO's turn financial chaos into a clear, tax efficient financial strategy.


As founder of Main Street CFO & Tax Advisors, our goal is to step into the financial seat for trade contractors who are winning at the job level but flying blind at the business level.


We build and operate the financial infrastructure behind the trade. This includes:


- Advanced tax strategy integrated into every decision, from equipment purchases to entity structure

- Tax-advantaged planning around growth, acquisitions, and multi-entity structures common in trade businesses.

- Real-time cash flow forecasting and management, tuned to the seasonality and job-cycle timing of HVAC, electrical, and plumbing work

- Full-service back office accounting systems, including job costing that shows true profitability by service line, crew, or project type

- Owner-ready financial reporting that tells you which jobs, techs, and service lines are actually making you money


Because the goal is to build a business that creates wealth, scales efficiently, and eventually exits on your terms.


"Build-Grow-Keep"

Licensing & Credentials

Accountant Bookkeeping EA - Enrolled Agent

Services Offered

Accounting or Bookkeeping Tax Advising Tax Planner Tax Prep

Tax Specialties

Manufacturing Real Estate Small Business

Where I Provide Services

Serve all 50 states