About Me

With over 25 years of financial experience, I specialize in serving small to mid-sized businesses, real estate investors, high-net-worth individuals, and educators. I hold a Master of Accounting from the University of Texas at Austin and am a licensed California CPA. My firm maintains a limited client base, allowing me to provide hands-on, strategic tax support year-round. I also collaborate with a senior CPA who brings 50+ years of experience to ensure thorough return reviews.

I look forward to the opportunity to work with you and help you navigate your tax strategy with clarity and confidence.

My Approach

I believe tax planning should be clear, practical, and grounded in reality—not in vague advice or one-size-fits-all strategies. My approach is straightforward and organized, focusing on conservative, law-based planning techniques designed to reduce your income tax liability without adding unnecessary complexity or risk.

Every client’s situation is unique. That’s why I take the time to understand your broader financial and personal goals—what you want to achieve, and more importantly, what’s realistically achievable given your current life circumstances.

I provide actionable guidance based on what the tax law allows, explaining both the “why” and the “how” so you not only know what to do, but also understand the reasoning behind every step.