Mobirise

Tax Preparation
Proactive Tax Planning
Direct CPA Guidance

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.


Why Work With a CPA?

  1. Professional Training and Accountability - CPAs meet rigorous education, examination, experience, and continuing professional education requirements. That training provides a strong foundation for addressing tax issues that extend beyond simply entering information on a tax return.
  2. IRS and State representation - As a licensed CPA, I can represent eligible clients before the IRS and State taxing authorities. If a notice, examination, or other tax issue arises, you already have someone familiar with your tax situation who can help determine the appropriate response.
  3. Year-Round Tax Guidance  - Tax planning should not begin in January and end in April. I work with clients throughout the year to answer questions, evaluate tax consequences, plan estimated payments, and identify opportunities before important decisions are made.
  4. Advice Beyond the Tax Return - Business and personal financial decisions often overlap. When appropriate, I work alongside attorneys, financial advisers, bankers, lenders, and other professionals to help clients understand how tax considerations fit into the broader financial picture.

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.