CPA · CFP® professional · Serving clients nationwide
I help clients understand their tax picture, identify legal opportunities to reduce their tax burden, and use real estate and retirement strategies more effectively. The work continues throughout the year.
Ongoing tax advisory
A tax return reports decisions that have already been made. My work begins earlier, with a current understanding of your situation and regular planning as the year develops.
I review how your income, entities, real estate, retirement accounts, and upcoming decisions work together. You receive direct answers and a plan you can understand.
Tax planning is most useful while there is still time to act. We review the plan during the year and adjust it as your income, investments, and priorities change.
You work with me from the initial analysis through ongoing planning. I stay involved, respond promptly, and do not pass your work through layers of staff.
Who I work with
My clients are typically high‑income professionals, business owners, and families with substantial assets. Some already own real estate. Others want to make their first acquisition with the tax consequences understood before they commit capital.
Real estate tax planning
I help clients evaluate how real estate fits into their broader tax plan, whether they are considering a first property or trying to improve the treatment of an existing portfolio.
Retirement tax planning
I help clients evaluate Roth conversions, tax brackets, real estate, and future income needs as part of a coordinated, multi‑year plan. The objective is to make deliberate decisions well before RMDs limit the available options.
Every recommendation is based on your facts, cash needs, investment structure, and expected tax position.
The relationship
Advisory is the primary service. Tax preparation is billed separately and is available only to advisory clients.
We discuss your current situation, what you want help with, and whether an ongoing advisory relationship is appropriate.
I review the relevant returns, entities, income, properties, retirement accounts, and upcoming decisions, then identify the planning priorities and next steps.
You receive timely communication, email access, planning meetings, and regular reviews as your circumstances and tax picture change.
A focused practice
Clients hire me, and they work with me. Keeping the practice focused allows me to understand each client's plan, communicate promptly, and provide the level of attention the relationship requires.
Introductory call
We will discuss your situation, the decisions ahead, and whether my advisory practice is the right fit.