A Few Words
About Me
Exceptional Service
Practical Financial Advice You Can Count on
Invest your time Living your LIFE. Leave the taxes to me.
I have spent my career paying attention to detail, especially in large datasets, and finding customer-centered solutions. I am passionate about helping people understand their finances and using their money to create the life they want.
- IT Analyst, United Healthcare: 7 years
- IRS-Certified Volunteer Tax Preparer, Phoenix VITA (Volunteer Income Tax Assistance) program: 5 years
- Project Manager: Statistical Studies, US Army National Guard: 7 years
- Master Degree: Public Administration, Arizona State University
- Bachelor of Science in Business Administration, University of Arizona
Let’s Work Together
For the 2024 Tax Year (that’s the 2025 calendar year), I have limited availability for new clients. Reach out and let’s see if we are a good match so we can get started on your 2024 taxes!