I enjoy helping individuals reach their goals and manage their financial matters with ease and understanding.
Expertise
Schedule K-1
Rental Property Income
Foreign Income
Cryptocurrency
Self-Employment Income
Business Tax Returns
Employee Stock Purchase Plan
Multi-State Taxes
Farm Income
Retirement Income
ISO Exercise
Experience
Verified Pro with 26 years of experience
Meet online
Brandon, MS
How we’ll work together
Intro call
Schedule an intro call and we’ll meet to go over your tax situation.
Upload your documents
I’ll help you understand what documents you need to upload.
Review and file
After you review, I’ll file your taxes for you. And you’re done!
About me
Nice to meet you 👋
I have been a working with taxes, bookkeeping and payroll for over 25 years with a CPA license for over 16 years. In addition to helping individuals and business with these areas I have been a CFO for almost 20 years in full time and fractional roles. I enjoy the outdoors, wood working and cycling when I am not working with financial matters.
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