I grew up the child of immigrant parents who ran restaurants. Through them, I experienced firsthand the highs and lows of business ownership and what great opportunities it can afford.

Through my father, I learned the importance of risk-taking and entrepreneurship. Always one to explore his options, he was able to open various restaurant locations, but he has also taught me that you can stretch yourself too thin. Just as quickly, his locations closed down, and it didn’t help that an IRS audit of his business tax filings had him paying significant back taxes that acted as a nail in the coffin to his time in business ownership. That led to a stretch of years that saw him save money to eventually open his current restaurant.

My mother was the opposite in temperament and kept busy operating one location while raising my siblings and I. Through her, I learned what it meant to be financially conservative and how to broaden risk exposure. Instead of continuing to pour more money into her business, she expanded her real estate portfolio. By the time I was in college, I was house hacking on her behalf by renting out the different rooms in her rental to other friends. Now she holds multiple properties and isn’t completely dependent on the well-being of her restaurant as she heads to retirement.

One commonality in all this is the disservice my parents received from the accounting and tax preparers they’ve used all those years. They not only paid unnecessarily high tax bills and penalties due to a lack of understanding of entity structuring, timing, and goal setting, but they also butchered books and tax returns that led to the IRS audit in the first place. Unfortunately, most accounting shops operate with the intention of getting you in and out as fast as possible, which leads to these sorts of issues. My goal is to offer white-glove service for each client that works with me. To treat you as I would my parents.

My experience spans from working for global accounting firms that handle multi-national corporations, regional firms that hold large portfolios of commercial real estate, to small office firms that handle the books and tax filings of individuals and their various businesses and real estate holdings. I have extensive experience working with individuals, S-corporations, partnerships, trusts and estates. As a business owner and real estate investor myself, I understand not only the need for but also the benefit of quality CPA services.