A CPA is a licensed accounting professional who has passed rigorous exams and met strict educational and ethical requirements. As a CPA, I adhere to the highest standards of integrity and professionalism, ensuring trustworthy and accurate financial services. My responsibilities include staying up-to-date with accounting and tax rules through annual continuing education. This commitment guarantees that I serve the public interest with the utmost competence and ethical judgment.

 You can verify my license by visiting the following .gov website at no additional cost. 

Sure can! I am also able to reach out to state taxing authorities on your behalf as well. In my career, I've reached out to thousands of taxing authorities on behalf of clients. To me, they're just normal everyday people. To you, they might be more scary. So that's why you have us.

Believe it or not, a corporate tax class was my first accounting class where I achieved a perfect A. It came easy to me, and with so many people shying away with it, I took it as a sign from the universe to specialize in it. 

Sure can. I specialize in businesses and complex entity structures, so I would be happy to absorb your investment vehicles' tax compliance. After getting an OK from you, we will handle the transition of documents from your previous tax provider. We also offer tax reviewing services for a second opinion for 25% off the normal rate. 

Certainly not. however, with over 8 years of accounting and tax experience, I have built a strong network of tax professionals and have often invited them on to my client calls. By choosing me, you have the knowledge access to my network to leverage. I never go it alone.

If I am ever uncomfortable taking your case, I will refer you to another tax practitioner.