As an experienced CPA in the tax compliance industry and a parent to a special needs adult, I’ve found my life’s mission in the specialization of Special Needs Trusts, pooled and individual. The work I do is tailored for the trustees of Special Needs Trusts, to act as a bridge from the complicated maze of fiduciary tax law to an efficient tax preparation process. Because my fees are paid directly from the accounts of individuals with special needs, we are constantly looking for ways to leverage technology to make the tax preparation process more efficient. My goal is to distill the complexity around Special Needs Trusts and help families provide security and support for their vulnerable loved ones. Through my expertise, attention to detail, and genuine care, I am successful at cultivating a valuable network in the nonprofit for the special needs sector while specializing in Special Needs Trusts. Outside of work, you can find me cheering on my son at his Special Olympics and other tailored events, spending time with my family, and coaching youth sports and Special Olympics. I’m committed to my community through volunteerism with at-risk youths and special needs individuals.