I work primarily with closely held businesses, providing tax planning, compliance, and advisory services that give business owners peace of mind and confidence in their tax strategy. My approach includes conducting in-depth research and analysis on the latest tax regulations, identifying opportunities for tax efficiency, and helping clients avoid potential pitfalls in their business transactions.
My deep knowledge of the wholesale and distribution sectors enables me to go beyond surface-level solutions, providing answers to the more challenging questions my clients face. I’m committed to an in-depth, hands-on approach that doesn’t shy away from the details, making sure my clients receive complete and nuanced guidance.
As a listener first and foremost, I take the time to understand all aspects of my clients’ financial situations, which allows me to dive as deep as necessary to address even the most technical tax issues. I become a strategic partner to my clients, aligning my strategies provided with their long-term goals.