I’m a licensed CPA with over 18 years of experience helping individuals and small business owners make smart, confident tax decisions.
Based in Fort Collins and working virtually with clients across Colorado, I provide proactive tax planning, expert preparation, and ongoing support throughout the year — not just at tax filing time.
Here’s what you can expect from working with me:
- Clear, expert advice that puts you at ease
- A smooth, stress-free tax filing process
- Ongoing support throughout the year
Colorado CPA License #29601
Tax Planning
Don’t like how your tax numbers turned out? Let’s take control with some proactive planning! We can review your income and deductions to help you find tax saving strategies for this year and beyond.
Tax Preparation
Tax time doesn’t have to be stressful. Let’s make the tax filing process painless for you.
Professional Consulting
Stop Googling your tax questions and getting contradictory answers. Let’s work together to find the right solution for your exact situation.
See how our services fit together in simple, straightforward packages – Explore our Pricing Packages
Sign up for my tax advice newsletter for planning tips, news on important tax updates, and timely reminders.
I work with Colorado-based clients who want a proactive tax partner year-round — not just someone to file their return in April. My clients typically fall into one of three groups:
You may be a good fit if you are:
- A service-based small business owner or solo professional in Colorado (most of my clients have 0–5 employees), or
- A high-income professional with a complex tax situation — such as equity compensation, substantial investment income, or multiple state filings — and you want expert, year-round guidance, or
- Someone navigating a major life change — such as divorce, retirement, a career shift, or receiving a large inheritance — and wanting to understand and plan for the tax impact
And also:
- You’re looking for a long-term relationship with a CPA — not just someone to prepare your return
- You’re comfortable using technology like video chat, secure file sharing, and electronic signatures
- You want proactive planning support to help you minimize surprises, optimize taxes, and make informed decisions
I may not be for you if:
- You enjoy the “rush” of waiting until the last minute to file your taxes or have a literal shoebox of receipts you want someone to sort.
- You’re only looking for tax return prep each April.
- You need help with any of the following: complex international tax issues, nonprofit tax filings, unfiled prior-year tax returns or IRS tax resolution issues. (I may be able to refer you to another professional.)
Schedule a time for a free initial consultation, or contact me with any questions.