About Us
I'm the founder and CPA strategist at Strategic Planning Advisors LLC, helping real estate investors, construction contractors, high-income professionals, and collegiate athletes navigate tax complexity, cash-flow challenges, and IRS issues with clarity and confidence. With over 25 years of experience as a CPA and firsthand experience as an active real estate investor, I advise clients on both tax law and real-world decision-making, including planning, risk management, and long-term strategy. Our firm provides proactive tax strategy, advisory planning, fractional CFO support, and IRS resolution services nationwide. I also advise collegiate and professional athletes on NIL-related tax and compliance matters.
Established: 1999
License: 1101027253
Products and Services
Accounting Practices Consulting
Accounting Services
Business Tax Planning
Business Tax Return Preparation
Certified Public Accountant
Fractional CFO
IRS Enrolled Agent
IRS Representation & Resolution
Tax Preparer
