Salt Lake City, UT Meeting: Online or In-Person Offered
Language(s): English, Spanish

If experience matters, I bring over four decades of excellence as a CPA specializing in strategic tax planning, compliance and preparation for small businesses and real estate investors. Having personally founded and operated small businesses and invested extensively across diverse real estate asset classes and mortgage loans. I understand the entrepreneurial landscape from the inside out.


Our firm thrives on clear communication and continuous education. Alongside my 12 dedicated partners, we work closely with clients to demystify the tax code, translating complex regulations into actionable, proven strategies that protect your bottom line and maximize savings.

Licensing & Credentials

CPA - Certified Public Accountant JD - Lawyer MBA - Master of Business Administration MLO - Mortgage Loan Originator Real Estate Broker/Realtor

Services Offered

Accounting or Bookkeeping Payroll Tax Advising Tax Planner Tax Prep

Tax Specialties

Non-Profits Real Estate Small Business

Where I Provide Services

Serve all 50 states