

Your trusted
tax professional.
Providing clarity, confidence, and support for your tax situation.
Services
Income Tax
- Preparation: Complete and file your annual federal and state income tax returns.
- Planning: Develop a comprehensive tax strategy aimed at maximizing potential savings while ensuring full compliance.

Sales & Use Tax
- Preparation: Complete, file and review your sales and use returns.
- Analysis: Analyze software usage, and identify best practices to improve efficiency and adherance to regulations.
Packages
FAQs
Real answers to common questions about my services
What services do you provide?
What kind of income tax returns do you prepare?
Can you represent me if I get an IRS notice?
Do you manage Payroll?
Do you work with small businesses?
Do you handle multi-state returns?
Do you offer bookkeeping?
Do you take phyisical documents?
Why do I need sales & use tax services when it is already done in my sales software?
What's the big deal with sales & use tax?
What states are you mist familiar with?
Are you able to represent me in a court of law?
Meet Your CPA
With years of diverse experience, I am passionate about helping clients navigate their financial journeys with confidence and clarity.

My Mission:
To deliver financial clarity, helping those who are dedicated to the vocation given to them.
A lifelong resident of Louisville, I attended Kentucky Country Day School through my senior year. I then completed my Bachelor's degree in Finance at Ottawa University.
I reside in Louisville with my wonderful wife of three years, and two young children. I am currently an active member at our local church, Faith Lutheran Church (LCMS) where we hear and proclaim the truth of Christ’s justification for us.
My goal is to support individuals in faithfully pursuing their God-given vocation. Having financial clarity can often become a significant obstacle, preventing full concentration on one's craft. By taking care of your financial needs, I aim to be the resource that frees you to focus entirely on your vocation.
Professional Memberships:
- Kentucky Society of CPA’s
- Tax Executive Institute (TEI)

Professional Credentials:
Bachelor’s of Finance from Ottawa University
Certified Public Accountant (CPA)
license with the Kentucky State Board
of Accountancy
Certified Management Accountant (CMA) from the Institute of Management Accountants.

Experience:
My professional experience spans diverse industries across the Louisville area, including real estate development, logistics, and financial services. This variety has honed my ability to adapt quickly and commit to continuous learning to identify and implement improvements.

Book your first free 30 minute consultation
Simply explain what you need— no prior preparation is necessary.
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