Not just your CPA: Your financial partner
Second-generation Arizona CPA serving families and local businesses
I became a CPA after a childhood spent watching my dad serve his clients the old-fashioned way: listening to their needs and concerns first, answering their questions in plain English, and delivering insights that exceeded expectations. In other words, he always met his clients where they were and treated them like family.
If you are looking for a CPA who will bring you up-to-date tools, processes, and knowledge while still taking time to deliver the personal touch of yesterday, please call me to schedule a free initial consultation.
Areas of Practice
Income Taxes
For most of us, our annual income tax return is the closest we get to preparing financial statements for our family or business. Beyond preparing your tax return and ensuring you pay no more than you are legally required, I will review your return with you to identify strategies to reduce taxes and improve your financial standing in the future.
Accounting
Accounting is the language of business, yet most businesses find that GAAP financial statements require translation to inform daily decisions. In addition to preparing financial statements for your stakeholders, I will optimize your reporting to deliver timely operational data and reveal emerging trends.
Financial Planning
Financial planning helps you understand your current financial situation, prioritize your goals, and make informed decisions about savings, investments, and risk management. A strong plan not only helps you track progress and adapt to change, but also reflects what makes you unique, which is why my approach is never one-size-fits-all.
I want to help you make financial decisions that increase your wealth, reduce your taxes, and avoid expensive mistakes.
Get in Touch
Because everybody’s needs are different, I invite you to contact me to schedule a complimentary consultation to discuss how I can help you specifically.