I primarily work with cannabis operators and businesses, providing tax compliance and consulting services that help them navigate complex regulatory and financial environments. I conduct detailed reviews of tax positions and identify opportunities to uncover meaningful savings.
Ultimately, I believe strong client service is what truly differentiates a CPA firm. I prioritize responsiveness, follow through on my commitments, and take a proactive approach to supporting my clients. By building a solid foundation of trust and maintaining open communication, I strive to create an environment where clients feel confident navigating complex decisions and challenges.
I help enhance my clients’ financial outcomes by identifying critical issues and implementing effective solutions. For example, in one engagement, I identified a $3.4 million duplication of Employee Retention Tax Credit (ERTC) income in prior-year filings and prepared an amended return, resulting in a significant refund of overpaid taxes.
Beginning my career in real estate, I focused on property management accounting and later supported a real estate company through its transition into a publicly traded REIT. I then spent more than 20 years in tax and accounting, including time as a general manager at a small business accounting firm, before transitioning into the cannabis industry, where my passion lives. This diverse experience has strengthened my ability to deliver high-quality tax solutions in challenging, ever-evolving environments.