San Diego, CA Meeting: In-Person Only

I'm a CPA and veteran that has spent time in a lot of big cities and have seen a lot. Specializing in Real Estate, Crypto, and professional services including Doctors, Dentists, Lawyers and Day Traders. Connecting with people while creating their tax plan makes this journey worth it.

Clients choose to work with me because I bring a combination of technical expertise, communication, responsiveness, and genuine partnership to every engagement. I take the time to understand each of my client's goals, while communicating complex tax and financial matters in a clear and practical way. I also deliver proactive guidance that helps them stay ahead—not just compliant. I'm known for being approachable, dependable, and solutions-oriented, and provide the confidence and clarity clients need to make informed decisions.

Licensing & Credentials

CPA - Certified Public Accountant Real Estate Broker/Realtor

Services Offered

Accounting/Bookkeeping

Tax Specialties

Cryptocurrency Small Business Influencers Medical or Dentistry Online Sales or Ecommerce Real Estate