I got started in tax and accounting work because I’ve always enjoyed problem-solving and helping people make sense of complex financial situations. Early in my career, I worked with a variety of businesses and individuals who needed guidance navigating tax laws, managing cash flow, or just getting organized and I realized how much of a difference a good accountant can make.

After earning my CPA license and a master’s degree in taxation, I launched my own tax practice so I could offer personalized, high-quality service with a focus on value and trust. Today, I help clients with everything from tax preparation and planning to entity setup and long-term financial strategies. I love the work — especially when I can help someone save money, reduce stress, or plan confidently for the future.

I work with a wide variety of clients — from individuals and families to small businesses, independent contractors, and real estate investors. Many of my clients are self-employed or run their own LLCs or S-corps, so I’m experienced with both personal and business tax strategies. I also assist seniors, retirees, and people managing estates or trust income.

Some common client types include:

• Freelancers and gig workers (Uber drivers, consultants, creatives)

• Small business owners (retail, service, tech, and trades)

• Real estate professionals and landlords

• Professionals needing tax planning (doctors, engineers, attorneys)

• Families with dependents or childcare credits

• Retirees managing retirement income or required minimum distributions (RMDs)

Whether you're filing a straightforward return or navigating complex tax situations, I tailor my service to meet your needs and help you keep more of what you earn.

One project I truly enjoyed was working with a small business owner who had recently sold her company. She came to me needing help with a complicated tax situation involving capital gains, ordinary income, and return of capital distributions. There were also questions around how the sales proceeds should be allocated between assets like goodwill, equipment, and inventory and how to minimize both federal and state capital gains tax.

We worked through the asset allocation, tax treatment, and timing of the sale, then prepared both current and amended returns. The whole process took about 3–5 weeks, and she walked away with a clear understanding and no surprises at filing time.

Look for a tax professional who listens first and gives clear, honest guidance. Ask if they have experience with your specific situation—whether it's self-employment, real estate, stock options, or selling a business. A good provider will explain your options, flag potential red flags, and stay proactive year-round—not just at tax time. Lastly, don’t be afraid to ask about credentials; a CPA with a tax background can help you save more and avoid costly mistakes.

Before reaching out, consider these questions:

• What is your goal? Are you trying to reduce taxes, clean up past filings, plan for retirement, or navigate a business transition?

• What documents do you already have ready? Think W-2s, 1099s, prior tax returns, business income/expenses, etc.

• Are there any life or financial changes? New job, sold property, started a business, got married, etc. these impact tax strategy.

• Do you have any deadlines or concerns? Let your provider know about time constraints or letters from the IRS/state.

Coming in with clarity helps us give you faster, more precise support.