I do what I do because I believe financial clarity empowers better decisions, less stress, and greater freedom. I’m passionate about helping people navigate tax and business complexities with confidence, not just once a year, but throughout the year. By offering ongoing support through subscription-based services, I create long-term partnerships where clients feel understood, prepared, and in control of their financial future.
Unique Selling Proposition
I offer subscription-based CPA services designed for clients who value proactive financial guidance—not just reactive tax filing. My approach combines clear communication, strategic planning, and year-round support to help individuals and small businesses stay organized, avoid surprises, and make informed decisions. Whether it’s solving complex tax issues or creating systems that prevent them, I focus on building relationships that grow with my clients.
About me
I’m a CPA with over a decade of experience in tax and accounting, including more than five years at Deloitte in New York City. My professional path has taken me from fast-paced urban environments to the quieter beauty of Southern Oregon, where I have deep roots. Outside of work, I’m happiest hiking local trails, exploring the outdoors, and spending quality time with my son. I value balance, clarity, and connection—in my work and in life.