Mobirise

Exceptional Service
Tailored Advice
Respect and Integrity

Office laptop with accounting information

My Background

I have prepared tax returns since 2005 and have been a licensed Michigan CPA since 2007. My practice focuses on tax preparation, tax planning, and consulting for real estate investors + small business owners, including S corporations, partnerships, and closely held businesses. As a licensed CPA, I can also represent clients before the IRS and Michigan taxing authorities when tax issues arise.

My Approach

I believe good tax advice starts with understanding the client, not just the numbers.

Every business and tax situation is different, so I take the time to understand your goals, concerns, and financial circumstances before making recommendations. My approach is built around clear communication, practical advice, and helping clients make informed decisions throughout the year. You will work directly with me, and I will explain the reasoning behind recommendations so you can make decisions with confidence.

Peace of Mind

Taxes are complicated enough. Working with your CPA should not be. I help clients understand what is happening with their tax return, what decisions may affect their tax position, and what they should be thinking about before the next filing season.

Whether you prefer a detailed explanation or simply want the important issues summarized clearly, my goal is to make the process straightforward, organized, and easier to manage.


Reasons to hire a CPA versus using “anyone else”

  1. Seasoned Tax Professional - CPAs are required to undergo strict licensing guidelines which includes obtaining a minimum number of credit hours, passing a grueling standardized exam and work experience supervised by another CPA. Upon checking all of those boxes, the CPA license is granted by the State. CPAs are also required to obtain a minimum of 40 hours of continuing education on an annual basis. Employees of “strip mall tax chains” are paid by how quickly they can complete your tax return.
  2. IRS and State taxing authority representation - We will work to minimize the chances of you being audited by a taxing authority. In the case you receive correspondence from the IRS or State, you will feel comfortable in knowing that I am licensed to represent you.
  3. Year round presence  - I am open longer than January through April. I am here on a year round basis to answer your inquiries and offer flexible appointments to accommodate your schedule.
  4. Valuable Adviser - I have many years of experience and have gained some trusted advisers along the way to assist with any situation that may arise. I have worked with reputable realtors, mortgage lenders, financial advisers, bankers and attorneys.

SERVING

Based in Washington Township and serving clients throughout Macomb and Oakland Counties, including Shelby Township, Rochester, Macomb Township, Birmingham, Troy, Royal Oak, Rochester Hills, Bloomfield Hills, and surrounding areas.

CONNECT

Have a tax question or interested in working together?

Call or send a message to start the conversation.