I help business owners achieve real multi-dimensional wealth and to pursue their LIFE PURPOSE. And most importantly, help people like you get to the point where they can enjoy their wealth.
If you are not enjoying life–or the work in your business–then we need to talk.
As your firm’s part-time CFO, I will help you identify the things that may be holding your company back from big growth, or help you create strategies for your personal exit plan. Tap the wealth in your business. Then I will teach you how to keep that wealth you work so hard to earn.
-Tax Planning, where I save clients anywhere from $5,000 – $10,000 or more a year!
-Cash flow consulting, where clients get an in depth look at where their money actually goes!
My lifelong pursuit of excellence in tax services allows me the privilege of offering 25+ years of experience to clients as a practicing Enrolled Agent, specializing in accounting for businesses in Houston. Qualified as an IRS Enrolled Agent (EA), my particular expertise is with Business and Tax Planning, with a focus on Exit Strategies. I was raised in the Pepper Pike, OH, area and am now living in Houston along with my wife Susan and children Michael and Allie. I also enjoy baseball, photography and traveling the world when not in the office.