I am a Certified Public Accountant with more than 16 years of experience in public accounting, tax preparation, tax planning, and business advisory services. I also have more than 12 years of executive-level finance experience, including serving in CFO and senior financial leadership roles in private industry.
I earned both my Bachelor's degree in Accounting and my Master's degree in Tax Accounting from the University of Alabama.
Throughout my career, I have worked with individuals, families, entrepreneurs, and businesses ranging from small start-ups to companies with more than $50 million in annual revenue. That experience has given me the opportunity to see financial decisions from both sides — as a CPA advising clients and as an executive responsible for making those decisions inside a business.
My practice is focused on providing practical, personalized tax and accounting guidance. I work primarily with individuals, small-business owners, and closely held businesses that value direct access to an experienced CPA and want more than simply having forms prepared once a year.
Services include individual and business tax preparation, proactive tax planning, bookkeeping and accounting support, and guidance on significant financial or business decisions.
My approach is straightforward: understand the situation, explain the options clearly, and help clients make informed decisions without unnecessary complexity.
Based in Dothan, Alabama, I serve clients throughout the Wiregrass area as well as clients remotely