Commitment to Client Success

At the core of my practice is a client-first philosophy, ensuring that every individual or business I work with receives round-the-clock support and personalized financial guidance. Financial challenges and tax concerns don’t follow a 9-to-5 schedule, so I provide comprehensive, 24/7 support to meet my clients where they are.

My role extends beyond simply filing tax returns. I focus on strategic tax planning, risk mitigation, and maximizing deductions while ensuring full compliance with tax regulations. Whether helping a small business owner reduce tax liability, guiding a startup through the financial implications of growth, or advising corporations on tax-efficient structuring, my goal is always the same: delivering financial clarity and optimizing tax savings.

A Lifelong Passion for Business & Taxation

My journey into accounting and tax services began at a young age. In Junior High, I took my first business course—Free Enterprise—where I became fascinated by the mechanics of entrepreneurship and finance. This early exposure sparked a passion that would define my career.

By high school, I had advanced to accounting courses, where I started preparing tax returns for my teachers. You can imagine the calamity that would cause in the modern era—high school students doing their teachers’ taxes! But at the time, it was a great way to hone my skills and solidify my love for tax preparation and financial strategy.

Over the last 29 years, I have continuously adapted to evolving tax laws, regulatory changes, and financial trends. Tax codes constantly shift; what worked last year may not work today. That’s why staying informed, proactive, and adaptable is key.

I have worked with thousands of clients, developing custom tax strategies tailored to their unique financial goals. Whether it’s reducing tax burdens through legally optimized deductions, structuring businesses for tax efficiency, or ensuring compliance with ever-changing IRS regulations, I help clients achieve financial stability and growth through thoughtful tax planning.

MBA & Future Certifications

In addition to my decades of hands-on experience, I am furthering my expertise by pursuing an MBA at Grand Canyon University, where I am on a scholarship and maintain a 3.5 GPA. My studies focus on advanced business strategies, financial management, and leadership, reinforcing my ability to provide clients with top-tier financial and tax consulting.

Upon completing my MBA on October 29, 2025, I intend to sit for both the Enrolled Agent (EA) and Certified Public Accountant (CPA) exams, further solidifying my qualifications as a leading tax professional.

Board Leadership & Strategic Financial Advisory

Beyond my work as a tax expert, I am a member of several prominent corporate boards, providing strategic financial insight and governance expertise. My role on these boards involves:

• Financial oversight and risk management
• Advising on corporate tax strategies and financial planning
• Guiding regulatory compliance and fiscal responsibility
• Ensuring tax-efficient structuring for long-term profitability

Serving on corporate boards has given me a broader perspective on financial strategy at the highest levels, allowing me to help businesses navigate complex financial landscapes, mergers, acquisitions, and tax-efficient growth strategies.

Media Features & Industry Recognition

As a thought leader in the tax and financial industry, I have been invited to share my insights on multiple media platforms, including:

• KPRC (Houston) – Twice featured as a tax expert
• Fox News San Diego – Twice featured on tax planning and business financial strategies

During these appearances, I have covered a range of topics, including:

• The impact of tax law changes on individuals and businesses
• Common tax mistakes business owners should avoid
• Strategies for maximizing deductions while staying compliant
• How to prepare for tax season like a pro

These opportunities have allowed me to educate a broader audience on the importance of proactive tax planning and financial literacy.