Born and raised Georgia. UGA grad with a Master's in Accounting, and I've passed all CPA and CFP exams. I enjoy running, reading, golf, and college football in the fall. I bring a fresh, innovative mindset to the accounting profession in its time of need.
Member
All my new prospects complete an intake form that asks them about their needs and what they want from their accountant.
The end of the form has a list of services, and asks if they need assistance in other areas (insurance, mortgages, etc.). When a prospect selects a service, I pass a team members information along.
Referral Trigger Response
770-520-6942
367 Atlanta St SE
Marietta, Georgia 30060
This is YOUR business, and the IRS wants a cut. They ambush you with complex tax laws that can kill your business's goals. I help business owners overcome this obstacle with quality tax planning. Don't wait until Spring when it's too late; plan now!
Company
Joined on 07/30/2024
Team
Development
