"The best of the best"
--Angel C.
"Great communication"
--Michelle R.
"Very Clear"
--Paize K.
"Very Knowledgable"
--Derrick V.
"Very Experienced"
--Kurt S.
"a world-class client experience"
--AICPA Town Hall
Tax planning
Organized
All Digital
Expert knowledge
Clear financials
Reliable turnaround
Learn Personal Tax Schedules
Learn Real Estate Tax Strategy
Learn Crypto Tax Reporting
Learn Late Tax Filings
Our mission is straight forward yet profound:
To revitalize your financial landscape in ways you might not have imagined.
Maximize Your Deductions: The art of paying less in taxes begins by understanding and leveraging every available deduction. With our expertise, not a single tax-saving opportunity slips through. |
Crystal-Clear Financials: Make the best decisions with clarity. With organized and pristine books, uncertainty is replaced with confidence |
Strategic Asset Acquisition: Dream of expanding your asset portfolio? We guide you on how to acquire more while astutely minimizing your tax outlay. |
Focus on Your Strengths: You excel in your niche; that's where your focus should be. While you clinch those important deals, we'll manage the intricate financial backdrops, ensuring every penny is accounted for. |
Stay Risk-Free: Compliance isn't just about avoiding penalties; it's about peace of mind. With us, you'll always be a step ahead, ensuring every financial decision is made with knowledge and safety. |
Empower Your Profits: Knowing your numbers is only the first step; wielding them effectively is where the real magic happens. We empower you to understand and utilize your financial data, transforming insights into actionable strategies for enhanced profitability. |
With our team by your side and me spearheading the strategy, your financial journey will be more than just numbers on a page. It's a roadmap to your business aspirations.
Ever since I was a kid, I've always been drawn to the idea of being a business owner. From selling candy and mixtape CDs in middle school to establishing myself as an accountant and real estate investor, my journey has been one of relentless pursuit.
After graduating college, I spent valuable years in public accounting, building my expertise in tax and accounting systems, and became a CPA. Today, I'm honored to serve numerous clients across diverse industries, with a special focus on new and growing businesses.
From startup sole proprietorships to established S-Corps and Partnerships, to retiring business owners seeking clarity and advice on structuring their buyout terms. They all benefit from one approach - proactive tax planning with my guidance.
By age 27, I took a leap of faith and acquired my first rental property. A year later at age 28, I branched out on my own and began helping my own clients. Fast forward to now, at age 35, with over 12 years of hands-on experience as a tax accountant, I've seen the ins and outs of the financial needs of countless business owners.
In addition to my professional endeavors, I dedicate time to nonprofit initiatives in Fort Lauderdale. For a decade, I served on the Board of Directors of a non-profit organization that provides affordable housing to 40+ families. This involvement offers me unique insights into the realms of real estate development, community leadership, and housing programs that truly make a difference.
Just as I've learned, adapted, and grown in my own ventures, I believe in helping you do the same, whether it's by providing you with free tools, templates, tax tips or financial insight as your dedicated CPA!