About Bio

With over 15 years of experience spanning finance, auditing, business formation, securities, real estate, tax preparation, and tax firm management, I have developed a deep understanding of client needs in the tax industry. During my time managing a tax firm, I noticed a recurring issue—clients with straightforward returns were being overcharged, often without even a one-on-one conversation with their preparer. Even more troubling, I saw that a few simple, thoughtful questions could have resulted in significant refunds, but these questions were rarely asked.

This inspired me to create a different approach—one centered on fairness and respect. My mission is to ensure that every client, whether they have a simple or complex return, receives honest, personalized service at a fair price. By taking the time to understand each individual’s situation, I aim to provide the care and attention that every client deserves.