Tax guidance for complex situations.
Pay less tax. Keep more of what you've earned.
I help business owners and investors connect today’s tax obligations with tomorrow’s decisions - through preparation, planning, structuring, and ongoing advice.
Your return is part
of a bigger picture.
The way you earn, invest, and hold assets shapes your tax position. I bring those pieces together, from the return to the next decision.
Explore my servicesTax preparation
Accurate individual and business filings, with the full picture in view.
Tax planning
Evaluate the tax impact of decisions while there is still time to act.
Entity & structure planning
Align ownership and entity choices with how your business and investments work.
Ongoing advisory
A continuing relationship for questions and decisions throughout the year.
Built around
your situation.
Business decisions. Personal implications.
Your company and personal tax picture are connected. I help you consider the whole structure as the business grows, income changes, and ownership decisions arise.
- Multiple entities and income streams
- Owner compensation and business changes
- Planning connected to your personal goals
See the portfolio.
Plan the next move.
Properties, partnerships, and investment income can make a return more complex. I help connect compliance with the tax questions around holding, buying, and selling assets.
- Real estate and investment income
- Partnerships and K-1s
- Transactions and changes in ownership
More moving parts.
One coherent tax picture.
Higher income, multiple income sources, and connections to more than one state call for a deliberate approach. I help organize the obligations and plan for significant changes.
- Multiple income sources and state filings
- Investment and business interests
- Planning around major financial decisions
An international dimension.
A connected U.S. tax picture.
Foreign assets and income can add reporting questions to an already complex situation. I consider those issues alongside your business, investments, and broader U.S. tax position.
- Foreign income and financial assets
- Cross-border business and investment interests
- Coordination with the broader tax plan
You work with the person who knows your situation.
I built an independent practice to work directly with business owners and investors. My role is to bring technical depth, a practical point of view, and clear communication to the decisions you face.
I’m selective about the engagements I accept, with a focus on clients who value thoughtful planning and direct professional advice.
Relationships built over time.
We’ve been working with him at Braddock Investment Group ever since, over 10 years now. He’s savvy, smart and dependable.
Zach S.
Business owner, Braddock Investment Group
He does an excellent job translating complicated accounting and tax issues into practical guidance.
Sakineh M.
Business owner
A good tax relationship starts with a conversation.
Tell me about your business, investments, and the decisions ahead. We’ll discuss the right starting point and whether working together is a good fit.