About Us
I Am A Staunch Advocate And “Guardian” For Small Businesses.
When I was 17, my father had a small business and nearly lost it all because his accountant did not understand how the tax law benefited small pass-through entities. It was right then and there I decided to learn all I could about the tax law to help businesses survive, thrive, and never pay more than its right share. I began doing my father’s tax returns and even got him the refunds he deserved under the law. The best part is, I LOVED it. I went on to study business, accounting and of course, tax law.
I’m not your typical tax attorney. I happen to love accounting and numbers. My MBA in Business and Accounting is proof of that. When you work with me, you get more. And that is my special “sauce” if you will. I understand running a small business and now I have the law degree to help you with perhaps one of the most misunderstood and easiest to misinterpret areas of it: Your taxes.
What You Get When You Work With Me
It is my passion to ensure small businesses don’t overpay or underpay (and put themselves in a liability situation) with the new tax laws now in effect. I also want to make sure you have the right business structure to meet your personal dreams and goals.
I’m not your typical tax attorney. I happen to love accounting and numbers. My MBA in Business and Accounting is proof of that. When you work with me, you get more. And that is my special “sauce” if you will. I understand running a small business and now I have the law degree to help you with perhaps one of the most misunderstood and easiest to misinterpret areas of it: Your taxes.
Even if you have a CPA working with you, I work with them to make sure all of your planning needs are met. Believe me when I say the new tax law is a complicated. Yet it is one in which your small business can navigate and get the most benefit from if handled correctly.
My Credentials And Schooling
- Bachelor’s Degree in Business Administration from Wichita State University in 2001.
- MBA with an emphasis in Management from Mid-America Nazarene University in 2008.
- Juris Doctor from Ohio Northern University in 2015.
- Beginning Master of Laws in Taxation at Georgetown in the Fall of 2018.
Legal Consultation
Would you like to speak with one of our financial advisers? Just submit your contact details and we’ll be in touch shortly. You can also email us and we’ll answer you ASAP.
Contact Us
Office: 919.578.1661
Cell: 919.706.3453
Fax: 866.591.8631