Your Expert CPA
Expert tax planning and strategy services for real estate investors, medical, dental and mental health practices, and freelancers.
Specializations
Real Estate
Medical, Dental, and Mental Health Professionals
With a deep understanding of the ever-changing tax landscape, we provide tailored solutions to navigate property taxes, capital gains, rental income taxation, and deductions. Our focus is to help real estate investors maximize their returns and minimize tax liabilities, ensuring they stay ahead in a competitive market.
With over a decade of experience, our firm is dedicated to providing top-tier tax and accounting services for medical and dental professionals. We understand the unique financial challenges and opportunities in the healthcare sector. Our tailored approach ensures that every client receives personalized strategies to optimize their financial health, from tax planning to comprehensive accounting solutions.
Freelance & Self-Employed
As specialists in the dynamic realm of the gig economy, our firm is dedicated to addressing the distinct financial and tax challenges faced by freelance professionals and independent contractors. We understand the nuances of irregular income streams, self-employment taxes, and the importance of strategic expense tracking.
Everyone Else?
If you do not fall into one of the above categories, that’s ok. We would still love to have a conversation about your needs. We have a large breadth of clientele that we work on that includes more than those listed above. Let’s connect and see if our firm is a good fit for you and your business.
About Us
I possess over a decade of experience in the fields of accounting and taxation. My professional journey has spanned a diverse range of establishments, from prestigious Big 4 accounting firms to boutique firms with a mere four employees. My expertise encompasses servicing large multi-state corporations as well as providing assistance to small family-owned businesses in need of fundamental accounting support. I have held my CPA license for the same amount of time I have been working.
As the exclusive proprietor and operator of the firm, I have cultivated an extensive network of esteemed colleagues to consult with on intricate or specialized matters that may arise. My operations are primarily digital, conducted from a home-based office, allowing for reduced operational expenses and the consequent benefit of offering more competitive rates to our clients. Although headquartered in Mesa, AZ, where I have had the privilege of serving the valley since the inception of my career.
Contact Us
Phone
(480) 269-6248