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Aligned with Attorney Goals
Dedicated to Client Needs
Working as a crew.

Working with Attorneys:

Supporting Attorneys with Financial Discovery, Analysis, Forensics, Tax Issues and Net Worth Statements 

  • A CPA aligned with your objectives and tone.

  • Over 25 years experience  (10 years at Grant Thornton, 3 years PwC and 15+ years in private practice).​

  • Clear & Concise Schedules of Client Assets, Tax Issues and Resolutions.

  • A no cost resource and teammate for attorneys.

   

Helping Clients:

​​Supporting Clients with Tax Compliance & Clear Financial Strategies

  • An advisor that acknowledges the client's difficulties and sensitivities.

  • An advisor that helps the client focus and assemble records​.

  • An advisor that clearly explains strategies and approaches that match client's current and future needs.​​

Let’s Work Together

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