Building a secure financial future requires more than just filling out forms—it requires a partner who understands the nuances of the tax code and the unique peaks and valleys of your financial journey.

With over a decade of experience across the entire tax landscape, I founded Summit Wealth Tax Advisor to provide a higher level of clarity and confidence. My career has been defined by a commitment to helping clients navigate the complexities of wealth management with ease and professionalism.

A Foundation of Expertise

My journey includes a diverse range of roles that have shaped my holistic approach to tax strategy:

• CPA Firm Excellence: I spent years in various CPA firms serving as a Tax Preparer and in Tax Advisory roles, where I managed numerous client-facing responsibilities. This hands-on experience taught me that every financial story is unique.

• Corporate Precision: At Intuit, I worked within Payroll Tax Operations, gaining deep technical insight into the back-end systems and compliance standards that power modern tax filing.

• Entrepreneurial Spirit: By navigating self-employment, I have firsthand experience in the "boots on the ground" reality of running a business. I provide comprehensive tax preparation, e-filing, and client-facing advisory services designed to help fellow entrepreneurs thrive.

Services Tailored to Your Success

I believe that tax season shouldn’t be a source of stress. By blending deep technical expertise with a friendly, approachable communication style, I offer:

• Tax Projections: We look ahead to eliminate surprises, ensuring you know exactly where you stand before the year ends.

• Tax Advisory Services: Strategic, year-round planning to help you make informed financial decisions and take advantage of every available credit and deduction.

• Tax Preparation & E-Filing: Comprehensive, accurate filing for federal and state returns to ensure total compliance and peace of mind.

At Summit Wealth, we don’t just look at where you’ve been—we plan for where you’re going. I look forward to helping you navigate your path to financial success.