Arcadia, California, United States
I advise business owners and small to mid-sized companies on complex tax, accounting, and financial matters, with a focus on helping organizations navigate sophisticated financial structures and strategic transactions. My work spans complex business and personal tax planning, advanced accounting issues, and financial advisory for growing companies. I regularly support clients through mergers and acquisitions, restructurings, and other complex financial events, providing guidance on deal structuring, tax efficiency, and financial reporting implications. In addition to client advisory, I lead a team of more than 15 professionals across two offices, delivering integrated tax, accounting, and financial advisory services to business owners and leadership teams. My focus is helping clients manage complexity, mitigate risk, and make confident decisions that support long-term business growth and wealth preservation.