About My CPA Firm

My CPA firm (located in Charlotte, NC ) specializes in Tax Planning and Tax preparation for businesses/individuals.

My CPA firm has over fifteen years of CFO, Tax & Accounting experience in the Charlotte, NC area.  

My goal is to not only become a trusted CPA advisor but also to develop and implement business strategies that will benefit my clients.


My CPA firm accomplishes this by helping clients look at the big picture, develop meaningful reports and create comprehensive action plans.  All too often the business owner gets too involved in the day to day activities and paper work instead of focusing on what is really important.