Nearly 20 years of experience with privately held businesses and the people behind them.

For nearly two decades, I have worked with privately held and family-owned businesses ranging from closely held companies to larger organizations, including clients in real estate and healthcare.

That experience has taught me that tax work is rarely just about forms. Business decisions, ownership considerations, personal priorities, and future plans often overlap. I take the time to understand that broader picture and provide clear, practical guidance.

I also prepare individual tax returns, bringing the same attention, accessibility, and straightforward approach to every engagement.