Financial clarity.
Digital security.
Tax preparation, SOC 2 examinations, and cybersecurity consulting from a licensed CPA you can trust.
How Can I Help?
Individuals & Small Business
Tax preparation and year-round planning from a licensed CPA who actually pays attention to your situation.
See Tax Services →SaaS & Tech Companies
SOC 2 examinations and cybersecurity consulting from a CPA with CISSP, CISM, and hands-on cloud security experience.
See SOC 2 & Cybersecurity Services →Services
Comprehensive services for individuals and small businesses.
How It Works
Schedule a Call
Book a free consultation. I'll listen to your situation and recommend next steps.
Share Securely
Before requesting sensitive documents, I designate the firm-approved, client-restricted exchange channel. Do not email sensitive information.
Get Results
Expert preparation, clear communication, and year-round support.
Why Work With Me
Licensed in WA & OR
Washington CPA since May 2014; Oregon license granted February 2026. Big 4 background (PwC).
Professional credentials
CISSP, CISM, CRISC, and CCSP among them. Current status is verified during engagement acceptance. Background as lead assessor on SOC 2 examinations for major cloud providers.
Direct partner access
Work directly with me — not a junior associate or rotating team. Response expectations are established in the engagement letter.