With over a decade of experience in the accounting and tax profession, I bring a rich and varied background that uniquely positions me to address the complex needs of high net worth individuals and small businesses. My career includes roles as a Senior Tax Manager both national and local firms, where I excelled in managing tax department operations and devising intricate tax strategies for various entities, including partnerships and trusts.

 

Additionally, my experience as in technical financial reporting at two publicly traded companies involved significant oversight of financial reporting and strategic tax planning, reflecting my ability to handle intricate tax structures and high-growth business environments.

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Throughout my career, I have consistently demonstrated an ability to streamline processes, optimize financial systems, and foster strong client relationships. My expertise spans from intricate SEC financial reporting and capital raises to implementing effective tax strategies for small businesses and high-net-worth individuals.

 

Whether managing complex tax compliance, overseeing internal controls, or mentoring teams, I leverage my diverse background to deliver tailored solutions and drive strategic growth for my clients. This blend of high-level tax management and practical business experience equips me to offer unparalleled insight and support in navigating the evolving landscape of taxation and financial planning.