The expertise of a large firm with the personal attention of a dedicated partner.
Taxes, accounting, and bookkeeping don't have to be complicated. I help business owners and individuals understand how their taxes connect to the rest of the financial picture, not just what goes on which line of a return.
I've built this practice around a focused client list, utilizing modern technology, and staying reachable year-round. When you work with me, you're getting someone who knows your situation and answers when it matters.
Outside of work, I enjoy spending time with my wife, Sierra, and daughter, Mae. When I'm not with them, you'll usually find me working in the yard, at the golf course, or on a long run.
Focused, senior-level work across the areas that move your finances forward.
Know the tax implications before you act. Plan directly with a CPA, either alongside your compliance work or on its own.
Accurate, well-prepared returns for individuals and businesses.
Clean books and numbers you can actually act on.
New clients start with a quick intake so I can make sure I'm the right fit — book an intro call →
A clear path from first contact to an ongoing partnership — no guesswork about what happens next.
Answer a few quick questions online — under five minutes — so I understand your situation before we talk. If we're aligned, you'll book a 30-minute intro call to walk through your needs and the right level of service.
Onboarding runs through my encrypted client portal. Documents, requests, and signatures all live in one place, so nothing sensitive travels over email and nothing gets lost in a thread.
We stay in touch year-round, not just at filing time — proactive planning ahead of big decisions, straight answers when questions come up, and no surprises at the deadline.
Ready when you are — start your intake →
By maintaining a focused client list, I make sure every client gets my full attention.
You work directly with me — every email answered, every strategy considered.
I take the time to understand your business holistically, so the advice fits how you actually operate.
Big-firm discipline applied to the problems that matter most to you.
The things most people want to know before reaching out.
I keep a small client list, so you work with me directly and get real answers quickly. I'm also an advisor first. Accurate filing is the baseline, not the value.
Advisory and consultations are $200/hour. Individual returns start at $500. Business returns (S-Corps and Partnerships) start at $2,000, plus a required $300 bookkeeping cleanup fee. Bookkeeping starts at $300/month or $600/quarter.
Those are minimums. Final pricing depends on complexity, and you'll always have the number before work starts.
Thirty minutes to talk through your situation and decide whether I'm the right fit. You'll complete a short intake first, so we spend the call on substance instead of basics.
Individuals and small to medium businesses, most often S-Corps and Partnerships. People who want a CPA year-round, not just in April.
Yes. I work with clients nationwide. Everything runs remotely through a secure portal and scheduled calls, so where you're located doesn't change the level of service.
Yes. Documents, requests, and e-signatures all live in one encrypted client portal. Nothing sensitive travels over email.
Just the intake form. Before our call, send your most recent tax return. It tells me more in five minutes than an hour of questions would.
Yes. The decisions that change your tax outcome happen during the year, not in April.
Selectively. Availability is tightest during busy season. Submit the intake form and I'll tell you where things stand.
Whether it's tax season, a one-off question, or ongoing support, I'd be glad to help. Start with a few quick questions and, if we're a fit, book a 30-minute intro call.
Book an intro call