I'm here to help navigate the ascent, hairpin turns, and all the bumps in the road.
I've worked with numerous small businesses, helping them mitigate risk, take advantage of tax incentives, retain great talent, become compliant, claim valuable tax credits, create predictable processes, reduce busy-work, improve employee morale, and focus on the efforts and topics that generate revenue and value.
With the help of my mentors, family, colleagues, and friends I learned to work hard, open myself to learning opportunities, and to trust my own vision of the future. In 2021, after 3 decades of honing my skills in hands-on management roles, I took a leap of faith and opened my own practice. I focus on delivering tangible value that helps clients better understand what drives revenue, which expenses contribute to profit goals, and which are no longer necessary.
You can't achieve your goals, without figuring out where you want to go first. I foster a "start with the-end-in-mind" mindset, a perspective that empowers leaders to make decisions that lead their organizations forward toward their strategic milestones.
Why are we called Easter Island Business Services? For that answer, you'll have to give me a call, send me an email, or schedule a meeting. Let's get started. You have so much to Gain!
We take the mystery out of preparing your taxes, whether it's because you're doing them for the first time, you simply have no time, they've become unruly, or you want some guidance along the way.
We understand ERC, R&D, CAPS, PS&R, HIS, and Annual Utilization for Medicare. We treat you with the same care you shower on your clients.
International MBA, Enrolled Agent Tax Certification & Continuing Education all come together with 30 years of experience managing small businesses. We deliver thoughtful guidance in tax, accounting, strategy, growth, and reporting. Together we can improve bottom line results.
Volunteering & serving my community has always been a part of my life. I've donated blood and collected food for the needy, since I was in high school. I collect recyclables for people who turn plastic into cash, donate clothing in disadvantages communities, enrich the lives of elderly neighbors with care & friendship, walk to support FAM, buy lemonade or anything kids are selling in a booth, and I've volunteered on the San Clemente Ocean Festival Board for over 15 years. Think Globally - Act Locally.
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