I am passionate about working with individuals to help them achieve long-term financial security. In that regard, I'm excited to bring my experience of working in the financial field, with complex and sophisticated tax issues, to others to develop holistic strategies designed to reach their financial goals.I strive to be my client's counselor by guiding them in defining their financial goals in alignment with their current lifestyle and family values; whether that is paying off their student loans, planning and preparing for future retirement, living to age 100 and transferring wealth to future generations or a myriad of things in between. I also emphasize my client's understanding the early-on importance of building the necessary solid foundation on which to accumulate wealth. Once I better understand the unique financial and personal aspirations we identify, I'm able to use an array of tools to analyze and paint a picture not only of the current financial situation, but also of the necessary steps needed to help turn those dreams into reality.Nothing is more fulfilling professionally than helping clients accomplish financial independence by providing solutions to save money, grow wealth, and protect assets.

Based in Atlanta, I serve clients in the Southeast United States. My clients are high net worth individuals and families, including their closely held businesses and flow-through entities. Services include income tax planning and compliance, estate and wealth transfer planning, tax centered investment advisory planning, and general personal financial planning.

Based in Atlanta, I serve clients in the Southeast United States. My clients are high net worth individuals and families, including their closely held businesses and flow-through entities. Services include income tax planning and compliance, estate and wealth transfer planning, tax centered investment advisory planning, and general personal financial planning.

Perform compliance work for C Corps, S Corps, Partnerships, LLCs, Individuals, Tax-Exempt Organizations (Foundations) and Trusts. This includes quarterly estimates, extensions, informational filings as required by the IRS, and individual gift tax returns. Additionally, communicating with tax authorities regarding various notices received by clients in order to resolve the issues promptly.Tax planning for individuals which includes:Forecasting income using BNA Income Tax Planner.Determining the effects on taxable income for future tax years due to the exercise of various specified stock options.Preparing and reviewing tax provisions in coordination with audit teams to ensure the reasonableness of taxes used in the company's financial statements.

Tutored students in Introduction to Managerial Accounting. Assisted the professor with examinations. Graded tests as well as class projects.