Each and every industry has its nuances when it comes to specific accounting practices and regulations. Having a solid understanding of those complexities and those opportunities enables me to effectively collaborate, guide and advise my clients.
We assist real estate owners and investors with long-term and short-term rentals, tax-efficient structuring, and transaction planning—helping turn real estate opportunities into profitable ventures.
How I can help:
Starting a new business can be unnerving, especially given customer and financial uncertainties. We collaborate with our clients to understand the business from the ground up, where the growth opportunities lie, what the their goals are, and will stay up to date on changing tax laws pertaining to your business.
How I can help
We provide personalized tax strategies to minimize liabilities and preserve wealth. These services include proactive planning for investments, estates, and multi-state income. Our objective is to ensure our clients are doing everything they need to be doing from an accounting and tax perspective to meet their financial goals.
How I can help
Tailored tax solutions for professionals in law, medicine, consulting and more. Our focus is on maximizing quarterly estimates and ensuring compliance. With strategic planning, we help you keep more of what you earn and stay audit-ready.
How I can help:
We specialize in tax planning for physicians, dentists, and healthcare groups to boost financial health. Our services address practice income, equipment deductions, and retirement strategies. With industry-specific insight, we help you reduce tax burdens while supporting long-term growth.
How I can help:
Each industry we serve has its unique distinctions, and each client is to be treated as if we are personally invested, because we are. I take pride in my expertise, and will share it with clients.
Other industries I work with:
