Describe How You Would Like To Be Introduced Via Email
Please introduce me as a Certified Public Accountant based in Southern Oregon, specializing in proactive tax planning and consulting for individuals and small businesses. I offer subscription-based services that provide clients with year-round support, helping them stay financially organized and strategically prepared. I’m passionate about building long-term relationships through clear communication and practical problem-solving.
What is your "why"? Why do you do what you do?
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.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Have you ever worked with a CPA who offered support beyond tax season?
2. Do you know anyone who’s been frustrated by surprise tax bills or disorganized finances?
3. What kind of financial support would your colleagues or peers appreciate year-round?
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.