I am a native of Jacksonville, FL and yes my cell phone still has the 904 area code. I earned my Bachelor of Science degree in Accounting from the University of Florida. After moving to Atlanta, I earned my Masters of Taxation degree from Georgia State University.
I’ve never been simply a tax accountant. I coach. I create. I build. I play.
My tax practice is the result of the meeting of my career in tax planning and compliance for small “closely-held” businesses & their owners with my passion to build successful businesses. I built my tax practice to put my tax & financial mind to work for the entrepreneurs doing the economy driving work for which I so deeply care.
I believe that hard working, persistent entrepreneurs, armed with a solid business foundation & strategy, can grow thriving businesses around their ideas. And that they have been underserved—and perhaps even disregarded—by accountants in this regard.
That’s where I come in.
I specialize in tax translation. I counsel creative entrepreneurs on how to think about their financial numbers, and the tax effects that result from their everyday transactions. To get there, I’m literally changing the way tax professionals service their clients.
As an entrepreneur, I know what my clients go through. We have to-do lists upon to-do lists. We are balancing revenue growth, expense efficiency, cash flows, employee management, not to mention a personal life with your friends & family! We have heard it before, but in order to grow we must delegate & surround yourself with the best & the brightest. We need specialists in sales, marketing, finance, insurance, law, accounting and TAX!
I am honored that Brooke Fritz of Mint Moxie has called me “the tax accountant you’ve been dreaming of your entire life.”
I have served clients in AL, AZ, CA, FL, GA, LA, KY, IL, IN, MA, NY, NC, OH, SD, SC, MN, TX, & WI.