01 / Small Business Owners
$1M–$5M Revenue
You have built something real. Now you need a financial partner who can help you protect it, grow it, and keep more of what you earn.
Who I Work With
The right financial partner changes what is possible.
I am selective about the clients I take on — because I give each one real time, real attention, and real results.
02 / Real Estate Investors
Real Estate Investors
Whether you own 2 units or 20, your tax strategy matters. Depreciation, cost segregation, entity structure, 1031 exchanges — there is serious money to be saved if someone is actually watching for it.
03 / Professional Services
Attorneys, Doctors, Consultants
High income does not automatically mean a smart tax plan. Most professionals I work with are overpaying by tens of thousands of dollars per year. If you are billing well but still dreading April — we need to talk.
Not the right fit
Strategy is the work I do best.
I do not offer bookkeeping or basic tax filing. If you need that, I can refer you to someone great. But if you want strategy — I am your person.
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