Finally, a CPA Who Actually Gets Your Financial Life.

We serve a broad range of clients — from individuals with straightforward tax needs to business owners managing complex financials. We also have deep experience working with technology professionals at Amazon, Microsoft, Google, Facebook, and Boeing, where compensation structures like RSUs and stock options require specialized expertise.

No — we provide year-round tax and accounting support. Tax planning, bookkeeping, business strategy, and financial guidance are ongoing services we offer throughout the year, not just around April.

Yes. Tax resolution is one of our core specialties. Whether you have unfiled returns, owe back taxes, or are dealing with IRS liens, levies, wage garnishments, or collection actions, we can review your situation and work with you toward resolution.

Your initial consultation is free and designed to be conversational. We'll learn about your tax situation, goals, and any challenges you're facing — and give you an honest picture of how we can help. There's no pressure and no obligation.

Not at all. We offer flexible meeting options including in-office visits, phone calls, video consultations, mail correspondence, and a secure client portal — so you can connect in whatever way is most convenient for you.

Yes. We provide IRS audit representation, meaning we review your records, prepare your response, and represent your interests through the audit process — so you're never navigating it alone.

Absolutely. We assist with new business formation, including entity selection and early financial structure — so you start with the right foundation and avoid costly setup mistakes from day one.