I am more than just a Certified Public Accountant, I am a strategic tax coach that values your story, your values, and your success.
I saw an opportunity with clients who needed more direction and partnering in their success. Most of the clients that came to me, I found have no real relationship between their CPA and one of the their most personal life aspects (their finances). There was a gap existing for individuals wanting to reach specific financial, personal, and business goals but they were left with a pure focus on the numbers or compiled end-of-year tax returns. I saw that I could make a difference by building a deep understanding and partnership with my clients to utilize my strategic planning and tax skills to create solutions that avoided roadblocks, saved revenue, and enabled them to reach their goals much more efficiently. My clients consider me a part of their business team and rely on me as an integral part of their success.
• Bachelors in Business, Accounting, Lewis Clark State College
• Member AICPA
• Licensed CPA in Idaho
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