– Proven Strategies –
Our Approuch to your success
Strategize
We take the time to learn about your finances, your goals, and what matters most to you—so nothing is overlooked.
Execute
Implement strategies to ensure the results are alighted perfectly with your goals and objectives.
Optimize
Continually refining and optimizing tactics to keeping your life and business moving forward.
About your CPA, Minus the Boring Stuff
I made the bold move from a cushy corporate job to the freedom of running my own business three years ago. Now, as a proud owner of a CPA firm, I’m living the dream—and yes, I sometimes work in my PJs. With work experience in blue chip companies and a badge in business valuation from the AICPA, I’ve got the receipts to back it up. But honestly, I don’t flex my credentials much—there are way more interesting things to vibe about, like catching the latest college football game or traveling around the world with my kids.
Balancing work and life is a whole mood, especially when you’ve got teenagers in the mix. Client meetings might keep me busy, but I always find time to do the parent thing—skills on skills, am I right? My kids and I have hit up all seven continents, because why not complete the set? Pro tip: promise your kids they can hold a penguin or race a kangaroo, and watch the magic happen.
I split my time between my home office and my regular spot at Memorial and Shepherd, because flexibility is key. The commute is short, but the hustle is real. Still, setting my own hours and building something from scratch? Major W. And just so you know—I’m all about good vibes only. Life’s too short to be around anything but positivity and respect. In the evenings, you can usually find me running around Memorial Park or Allen Parkway with my wife—because who doesn’t love a good run to clear the mind?
In this new chapter, the coffee is stronger, the meetings are fewer, and the rewards are way beyond just financial success. I’m out here proving that you really can have it all—career, family, and maybe even some extra time for that second cup of coffee.
Getting Started
How We Work Together
Step 1
Schedule a Mutual Fit Consultation
This complimentary Zoom meeting helps us understand your financial and tax situation, whether you're looking for a long-term advisory relationship or assistance with a specific tax filing. We'll discuss your goals, complexity, and expectations, explain how we work as a CPA-led financial planning and tax strategy firm, and determine the appropriate scope of services.
For clients seeking ongoing planning and advisory support, this conversation focuses on long-term alignment and strategy. For tax-only clients, we'll confirm the scope of the tax engagement and timeline.
Step 2
Engagement & Client Agreement
Based on the outcome of the consultation, we'll send the appropriate engagement agreement:
- Ongoing Advisory Engagement for business owners, high-net-worth individuals, and retirees seeking continuous planning and tax strategy.
- Tax Preparation Engagement for clients seeking tax return preparation only.
Once signed, we'll move into onboarding.
Step 3
Discovery & Onboarding Meeting
For Advisory Clients
This meeting focuses on understanding your goals, values, family considerations, and long-term vision. We'll review your current financial and tax posture and outline the planning process. By the end of the meeting, we'll schedule the remaining sessions required to develop your financial and tax strategy.
For Tax-Only Clients
We'll confirm filing requirements, review prior-year returns, identify key tax items, and ensure we have all information needed to prepare an accurate return efficiently.
Step 4
Data Review & Organization
Advisory Clients
We'll review financial and tax data for accuracy and completeness, walk through cash flow, assets, liabilities, and tax considerations, and identify planning opportunities, inefficiencies, and risks.
Tax-Only Clients
We'll review submitted documents, clarify open items, and address any tax-specific questions necessary to complete the return.
Step 5
Strategy or Tax Return Review
Advisory Clients
We'll present your customized financial and tax strategy, covering investments, tax planning, cash flow, and long-term projections. Recommendations will be discussed in detail, and implementation steps will be outlined.
Tax-Only Clients
We'll review your completed tax return, explain key outcomes, and discuss any notable tax observations or planning considerations for the future.
Step 6
Implementation & Ongoing Support
— or —
Filing & Completion
Advisory Clients
We assist with implementation and provide ongoing advisory support, including 2–3 structured reviews per year and unlimited access for questions and planning discussions.
Tax-Only Clients
Once the return is filed, the engagement is complete. Should your needs evolve, we're available to discuss tax planning or a broader advisory relationship in the future.