Who we are

20+ years of experience in tax, accounting, and CFO advisory services. Built and ran an independent practice serving clients across the full business lifecycle, from early-stage start-ups to well-established organizations. Brings deep expertise in tax planning and structuring, helping clients make informed decisions that support their long-term financial position. Committed to serving as a trusted advisor who understands both the numbers and the strategic decisions behind them.

10+ years of experience in tax and audit across virtually all industries, from privately held small businesses to large, private equity–backed enterprises. Formerly with national and regional public accounting firms serving a broad range of individual and corporate clients. Now focused on building proactive, strategic partnerships with growth-focused individuals and business owners planning their next move — whether that's scaling for growth or preparing a business for sale. Committed to serving as a hands-on advisor who thinks alongside his clients.