Accounting and Tax Services for Real Estate Investors and Small Business Owners
Clear guidance, accurate financials, and year‑round support.
A Trusted Partner for Real Estate Investors
Introduction
After 19 years in public accounting and industry, 16 years as a licensed CPA, and 5 years investing in real estate, I designed this practice to give investors and high‑performing professionals the kind of financial partnership I always wished existed—responsive, strategic, and grounded in real‑world investing experience.
What I provide is straightforward support:
Full‑lifecycle support from initial investment to tax filings to dispositions
Clear, plain‑English explanations
Advice backed by research and documented memos
Accurate, easy‑to‑understand financial data
A commitment to making your financial life easier
Licenses / Designations
Certified Public Accountant (FL and VA)
Certified Management Accountant
Real Estate Sales Associate (FL)
Services Designed to Support Your Goals
Asset Management
Full lifecycle support for real estate investors, including planning, acquisition, entity setup, STR considerations, cost segregation documentation, bookkeeping, financial statements, and exit strategy guidance.
Ideal for those just starting out or busy professionals such as physicians and lawyers.
Portfolio Management
Comprehensive oversight for investors with multiple properties, strategies, and/or entities. Includes asset and portfolio‑level accounting, KPI tracking, tax planning, and ongoing advisory support.
Ideal for investors with growing portfolios looking to focus on portfolio growth and optimization.
Small Business Services
Full service bookkeeping, financial statements, tax planning, and advisory services for entrepreneurs and small business owners who want clarity, organization and guidance throughout the year.
Ideal for those working full time or near full time on scaling a real estate business.
Why Work With Me
Experience Across Multiple Disciplines
With experience as a CPA, CMA, real estate sales associate, and investor, I’m able to support you across the full financial lifecycle of your investments or business.
Clear, Practical Guidance
My goal is to help you understand your financial picture so you can make informed decisions without feeling overwhelmed.
Year‑Round Support
You don’t have to wait until after year-end to get answers. I’m here throughout the year to help you stay organized and prepared.
Accurate, Reliable Financials
Clean books and relevant reporting give you the confidence to plan ahead, evaluate opportunities, and stay compliant.
Ready to Get Started?
If you’re looking for a partner who can help you stay organized, reduce stress, and build a clear financial path forward, I’m here to help.