About Us
We care about your success and offer comprehensive tax preparation, strategic financial planning, and advisory services to support sustainable business growth and long-term financial health. By carefully analyzing your finances, we identify valuable tax-saving opportunities and develop personalized strategies that align with your business goals. Our solutions are tailored to meet your unique challenges, driving efficiency and lasting success.
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Our support extends beyond tax season. We provide expert guidance in business structuring, retirement planning, and growth strategies to help you secure a stable future. With proactive financial management, we equip you with the tools and insights needed to navigate challenges and seize new opportunities with confidence.
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Partnering with us means having a trusted advisor dedicated to your success. We’re here to help you build a strong financial foundation and achieve lasting growth through thoughtful financial planning and expert tax solutions.
Meet the Owner
I’m a Certified Public Accountant (CPA) specializing in business tax preparation and strategic financial planning. My diverse experience across multiple industries allows me to help business owners maximize tax savings and build stronger retirement plans.
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In 2024, I transitioned from managing a client list at a large corporate CPA firm, to starting my own firm with a focus on helping clients with more than just compliance. I founded my own accounting firm to provide personalized financial solutions and advisory services to business owners. I believe that proactive planning and informed decision-making are essential for long-term success. By building strong relationships with my clients, I deliver practical, goal-driven financial guidance tailored to their unique needs.
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Based in Long Beach, Washington, I enjoy home improvement projects and spending quality time with my wife, daughter, and our dog, Pippin. My commitment to clients extends beyond tax season—I'm here year-round to offer advisory services that support lasting business growth. Let’s connect and start working toward your financial success.