Strategic Tax Planner for Professionals and Families Who've Outgrown Basic Returns

You've reached a level of success where TurboTax doesn't cut it anymore—but you don't need a massive firm where you're just a number. You need a tax strategist who understands both the complexity of your financial life and the ambition driving it.

My Background:

With 15+ years of experience spanning local CPA firms, Big 4 (PwC), and corporate tax leadership roles at publicly-traded companies, I bring an unusual combination: the personal touch of a local practitioner with the technical sophistication of elite firms.

I started my career at regional firms in New Jersey, serving everyone from first-generation business owners to inbound multinational enterprises establishing their first U.S. operations. At MBAF (acquired by BDO), I managed a portfolio of 350+ clients including family offices, private equity firms, and international investors in U.S. real estate. I've guided transactions ranging from $100M to $400M and reduced client's state tax audit assessment by over 70% through strategic research and advocacy.

What I Bring to Your Table:

• Results driven professional focused on creating and optimizing your tax strategy

• Bilingual expertise (English/Spanish) with deep understanding of international tax matters

• Specialized knowledge in: Private Equity structures, International Taxation, Real Estate, Multi-state compliance, Estate Planning, R&D Credits, Tax Controversy, and Strategic Planning

• Master of Taxation from Nove Southeastern University

• Licensed Certified Public Accountant in New Jersey and Florida

Who I Serve:

HENRYs—High Earners, Not Rich Yet—who are ready to make the leap. Professionals navigating stock compensation, bonuses, and side income. Families with cross-border ties. Entrepreneurs scaling their businesses. Anyone who wants a CPA who thinks strategically, not just transactionally.

Schedule a free evaluation to see how we can work together.