The Tax Law Advantage

With over two decades of experience, I have advised high net worth clients in tax and corporate matters from start-up to sale and sold my first successful tax business to H&R Block. After working as a Financial Advisor at Merrill Lynch, I continued to offer outsourced tax and business services that supports successful RIA firms in providing a holistic and integrated multi-family office experience. It’s simple — produce better results with a tax law advantage.