How I help . . .
There is nothing more rewarding than helping a client achieve their goals. Maybe its a contractor who had a terrific year that wants to minimize their tax liability while maintaining their bonding capacity; a business owner who has created significant wealth for his family and wants to avoid paying estate taxes; or an entrepreneur who wants to build wealth by investing in real estate. It all starts by listening to what the client wants to accomplish and then using experience and creativity to help them develop a plan and then carry out the plan.
I grew up in an entrepreneurial family, where I saw first hand the hard work and effort it takes to start and grow a business. I strive to give that same effort for clients as their tax and business advisor.