Tax preparation
A thoughtful approach to your individual or business return, with clear questions and an explanation of your results.
Thoughtful tax preparation for individuals and businesses. Fractional CFO services, advisory, and bookkeeping for small business owners ready to move forward with clarity.
Based in Dallas, Texas · A personal approach to your finances
From filing your return to understanding your business, start with the support you need today.
A thoughtful approach to your individual or business return, with clear questions and an explanation of your results.
Turn your financial reports into a plan. Get ongoing guidance on cash flow, profitability, and the decisions that shape your business.
Explore CFO supportFocused guidance for a specific business question, financial process, or next step. Work through decisions with practical insights and a clear scope.
Organized books that help you see where your money goes, understand your results, and arrive at tax time prepared.
You can be busy, bring in revenue, and still wonder where the money goes. When the next decision feels bigger than the numbers you have in front of you, it may be time for CFO support.
A fractional CFO provides ongoing financial guidance on a part-time basis, helping you understand today’s results and plan for what comes next.
Let’s talk about your businessUnderstand the timing of money coming in and going out, and build a cash flow forecast to anticipate shortfalls.
Look beyond total sales to see which services, projects, or expenses are helping or hurting your margins.
Explore what hiring, new equipment, or expansion could mean for your budget before you commit.
Budgets, cash flow forecasts, and practical scenarios built around your goals.
Financial statement analysis and key performance measures that make your results easier to understand.
Regular financial check-ins to review progress, discuss decisions, and adjust the plan.
I’m a CPA of 10+ years with a background in tax, financial/internal auditing, and firsthand experience in residential development.
I grew up in Shreveport, La and attended Louisiana Tech University, where I earned my bachelor's degree in accounting in 2015 and my MBA in 2016. I now call Dallas, TX my home.
As a real estate investor, I understand how much goes into building something of your own and how important it is to have someone you can turn to when the numbers get complicated. I want my clients to feel comfortable asking questions and confident that their goals are being heard.
I believe understanding your finances should feel approachable. My goal is to help you connect the details to the bigger picture, ask better questions, and feel more informed about your next step.
We start with your situation, your goals, and the questions you want answered. Request a consultation by completing the intake form.
Review the services, fee, and next steps before deciding to move forward.
Share the requested information through the designated secure channel and get started.
Yes. Tax preparation can be a standalone service. We’ll discuss what you need and confirm the scope before work begins.
The practice serves individuals, families, and small business owners, including real estate professionals.
Bookkeeping records and organizes your business transactions. CFO services use those numbers to help you plan ahead, understand cash flow and profitability, and evaluate business decisions. Your scope will reflect the support your business needs.
Advisory offers focused support for a specific question, project, or business decision. Fractional CFO services provide an ongoing financial relationship, with regular forecasting, performance reviews, and planning. We’ll agree on the scope that fits your needs.
Many small businesses need regular financial guidance without a full-time executive. Fractional CFO support gives you a recurring financial partner, with the scope and meeting schedule agreed before work begins.
Fees depend on the return, the condition of your records, and the level of support needed. You’ll receive a quote after we review your situation.
Use the secure client portal provided during onboarding. Please do not send Social Security numbers, tax documents, or bank information through a general inquiry.
Tell me a little about you and the support you’re looking for.
Request a consultation