My Story

Close-up of detailed tax paperwork spread out on a wooden desk, showing numbers and forms without a blue background.
Close-up of detailed tax paperwork spread out on a wooden desk, showing numbers and forms without a blue background.

With over 20 years at Deloitte and PwC handling taxes primarily for high net worth executives and mobile employees, I have learned that there are many different service delivery models that can be applied to tax services and - believe it or not - many individuals have different preferred methods. I have created my own business so that I can bring a personalized and tailored experience to tax services for my clients - when/where/how often you want to meet and how in depth is based on your preference. I bring big 4 tax expertise with a personal touch tailored to your needs that unfortunately you just do not get at many tax firms.

License

Certified Public Accountant - Virginia

Work Experience

Deloitte

Feb 2011 - Jan 2026

PwC

American University, Master of Science in Taxation

2008

Feb 2004 - Jan 2011

Close-up of organized tax documents and forms spread out on a wooden desk.
Close-up of organized tax documents and forms spread out on a wooden desk.

Education

University of Pittsburgh, BSBA - Accounting & Finance

2006