Philosophy

Connection, communication and accessibility are the cornerstone of all the work that I do with my clients.

The first step is listening. Then, after I learn more about your specific situation and goals, I use my tax expertise and business knowledge to develop and implement a financial plan. I am addicted to details and order, which is a quality many of my clients are deeply grateful for.

Taxes are usually just the beginning. If your business needs more long term planning, I can act as the CFO for your company and provide strategic counsel. Plus, I can coach business owners or employees to improve your internal accounting and make tax time easier and less stressful.

I can also assist with your personal needs including tax planning, budgeting and tax preparation. If you’re considering a major financial change such as marriage, retirement, buying a house or starting a family, I can help you better understand your options. Through my years of community involvement, I have developed a network of realtors, financial planners, lawyers and other advisors to help with these decisions and am happy to refer you when needed.

Whatever your situation, I’m committed to providing personal service and expert advice so that you can make informed financial decisions.