Meet the team behind
your success

📌 Specialty: Acquisitions & Growth Strategy

💡 What I Do: I help business owners buy and scale practices with clear, strategic financial advice.

📈 Results: Clients often boost cash flow by $50K+ through smarter deals and tax planning.

📌 Specialty: Accounting & Tax for Startups and Multi-Locations

💡 What I Do: I guide business owners with reliable accounting and strategic planning.

📈 Results: Helped 300+ clients save $50K–$75K through proactive tax strategies and real estate planning.

📌 Specialty: Tax Strategy for Scaling Businesses

💡 What I Do: I lead tax planning for large business operations—from 1099s to franchise builders.

📈 Results: Hundreds of clients have grown tax-efficiently with our advisory over the past 6 years.

📌 Specialty: 1099 Tax Planning for Professionals

💡 What I Do: I help 1099 clients set up entities, manage payroll, and plan for retirement.

📈 Results: Clients save an average of $25K annually through smart tax structuring.

📌 Specialty: Business Accounting & Tax Filing

💡 What I Do: I ensure accurate books and tax returns, while coaching our team on best practices.

📈 Results: Helped clients save $25K–$40K through compensation planning and growth-focused tax moves.

📌 Specialty: Tax Strategy & Financial Advisory for Growing Businesses

💡 What I Do: I meet monthly with clients to guide tax strategy and growth decisions.

📈 Results: Clients typically add $50K+ in cash flow through better planning and operational tweaks.