About Me
As the co-founder of SP Financial, I bring a wealth of expertise in tax planning, preparation, consulting, bookkeeping, accounting, business entity selection, and CFO level services. With extensive experience working with individuals and businesses of all sizes, I am committed to providing comprehensive financial solutions that drive success. My professional journey began at a Big Four accounting firm, where I honed my skills in auditing, tax strategy, and financial consulting. This experience provided a solid foundation for my career and allowed me to work with diverse clients across various industries. At SP Financial, I have leveraged this background to offer tailored financial services that meet the unique needs of each client. I specialize in tax planning and preparation, helping clients navigate the complexities of tax laws to minimize their tax liabilities and maximize their financial benefits. My services include detailed tax strategy development, accurate tax return preparation, and proactive tax planning to ensure compliance and optimize tax outcomes. In addition to tax services, I offer comprehensive bookkeeping and accounting services to ensure that my clients' financial records are accurate and up to date. This includes managing accounts payable and receivable, reconciling bank statements, preparing financial statements, and providing detailed financial analysis. I also assist clients with business entity selection, advising on the most suitable structure for their business to optimize tax benefits and support long-term growth. Whether you are considering forming an LLC, corporation, or partnership, I provide expert guidance to help you make informed decisions. At SP Financial, we are dedicated to delivering personalized service and building long-term relationships with our clients. I stay current with industry trends and regulations to provide innovative solutions and the highest level of service. Partner with me to achieve your financial goals. Book a consultation today and discover how my expertise can benefit you and your business.
Where I can help
Rates
Find me on the Minnect app and ask me a question or booking a call!
15 minute minimum. Extend time available in call.