How I help . . .
After many years of being a business owner, I grew to enjoy the accounting and tax side of the business so much that I decided to pursue a career in accounting. For as long as I can remember, I have been interested in personal finance and always knew that I wanted to work exclusively with individual 1040 clients.
During my time in public accounting, I have gotten to work with a wide variety of clients from high-net-worth individuals to the owners of small sole proprietorships. I love getting to know my clients, their small businesses and their plans for their future. I am fortunate to be allowed a window into their lives and help them work towards achieving their plans. Most individual clients find taxes a maze of confusion, so I am always pleased when I can make it a little less daunting for them.