Tax & Consulting
Exceptional CPA services tailored to exceed client expectations and achieve their legacy goals.
Tax Planning
Strategic tax planning to minimize liabilities and maximize your financial legacy for the future.
Consulting Services
Creative consulting solutions designed to help you navigate challenges and achieve your individual and business objectives.
Frequently Asked Questions
What services do you offer?
I offer tax preparation, strategic tax planning, a broad range of individual and business consulting, and personalized advice tailored to your needs.
How do you build client relationships?
I spend time getting to know my clients, and also, letting them know me. This results in building trust and rapport, which is essential to helping my clients achieve their financial goals.
What is your approach to offering services?
I ask lots of questions. In fact, I often tell my clients if they ask me a question, I will ask them many, before I render a gameplan or conclusion. It is so important to truly understand the clients' needs in order to provide exceptional services.
Do you have access to other professional advisors?
Yes, since I've been a CPA for quite some time, I absolutely have access to a network of professional advisors in the financial/wealth management, legal, insurance, M&A, and banking industries.
What is a service you offer that so many people do not consider?
In addition to my love for tax consulting, I have a passion for "exit planning". I know what you are thinking - "exit" has a negative connotation. However, in this context, "exit" is positive! I help my clients plan for transition through the various phases of their lives, these transitions are "exits" from one phase to the next. The core tenets are being proactive, and positioning for these transitions way before they occur.
How can I contact you?
You can reach me via email or the contact tab for personalized consultations and inquiries.
