As a dual-licensed CPA and North Carolina Real Estate Broker with over 15 years of Wall Street in New York City and private practice experience in North Carolina, I don't just manage numbers—I engineer massive tax efficiencies. I specialize in providing white-glove financial architecture for high-earning business owners and real estate investors, routinely saving my clients $10,000+ annually through aggressive, proactive tax optimization.
My practice is built on a premium, end-to-end model designed to take the friction out of business growth. I serve as the single "go-to" expert for:
White-Glove LLC Formation & Structuring: Moving beyond basic registration to implement advanced corporate structuring, ensuring your entity is mathematically optimized for asset protection and maximum tax minimization (including precise S-Corp conversions).
Seamless Payroll Architecture: Implementing turn-key, compliant payroll systems tailored to business owner compensation, optimized to slash self-employment taxes while satisfying strict IRS reasonable-salary requirements.
Advanced Tax Planning & Annual Filings: Shifting from reactive preparation to proactive strategy, bridging the gap between sophisticated real estate transactions and bulletproof corporate compliance for all business owners and 1099 independent contractors.
Holding a Master’s degree in Accounting from the State University of New York at Geneseo, I specialize in moving businesses out of high-tax structures and into high-efficiency corporate vehicles. My approach is built specifically for business owners who have outgrown basic setups, blending institutional-grade financial analysis with the agile execution needed to manage complex S-Corporation strategies, optimize owner-salary distributions, and eliminate unnecessary self-employment tax. I deliver elite, proactive corporate tax architecture built on absolute trust and high-level strategy—giving you total operational peace of mind while keeping more money exactly where it belongs: in your business.