Chambersburg, PA Meeting: Online Only
Language(s): English

I'm a CPA who helps service-based business owners, physicians, real estate investors, and other high-income professionals take a proactive approach to taxes and their financial decisions. I combine tax planning with accurate financial information and CFO-level guidance so clients can understand where they stand, anticipate what's ahead, and make informed decisions throughout the year—not just at tax time.

I've worked with businesses and their finances since the early 1990s, and I believe good planning starts with good information. That's why I prefer an integrated approach that can include bookkeeping, tax preparation, and proactive tax planning. I especially enjoy working with clients whose growing businesses, investments, and financial lives require more than simply preparing a tax return.

My practice is fully virtual, allowing me to work with clients across the country. I value straightforward communication, practical solutions, and long-term relationships that help clients make better financial decisions as their businesses and financial needs evolve. I'm also the author of Unlock Your Business Potential: Achieving Financial Success with Cash Flow Management, reflecting my long-standing interest in helping business owners better understand and use their financial information.

Licensing & Credentials

CPA - Certified Public Accountant

Services Offered

Accounting or Bookkeeping Tax Advising Tax Prep

Tax Specialties

Medical or Dentistry Real Estate Small Business

Where I Provide Services

Serve all 50 states