I am able to leverage my training and experience as a CPA to evaluate a situation from a financial as well as legal perspective to help a client determine the best solution to their tax, estate planning, or real estate issues.
I have a Master of Accounting, a Master of Laws in Taxation, as well as a being licensed as an attorney and a CPA. I practiced in tax compliance and reporting for eight years before moving into law.
I enjoy determining a client's goals and helping them acheive those goals. I like to help in the creation of the goal and then assist with implementation until finally reaching whatever it was that the client wanted to do.
I help the client by clarifying their objectives and then outlining the practical steps that the client will need to take to achieve them. And then I follow through with support as the client moves through the various phases of their project.
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