How I help . . .
I’m passionate about providing business owners with the tools they need and want to make good decisions. Our business clients have entrusted us to help them with not only their business, but a huge part of their and their family’s identity. Helping them continue to be successful is a responsibility I don’t take lightly.
Whether it’s providing business valuation services to aid in transitioning to the next generation, a cost segregation study to maximize cash flow after a business expansion — when cash is at a premium — or providing my tax expertise during a complex business transaction, I get the most satisfaction out of these types of projects. Yes, I can prepare tax returns and prepare them very well, but the opportunity to provide value in other ways is the reason I’m excited to come to work every day.