Jeffrey is a CPA, A Certified Tax Coach and a Certified Fraud Examiner with over 20 years of experience helping individuals and small businesses.
His focus is on tax planning and strategies and making sure clients are paying the least amount of taxes as legally possible.
His focus is listening to each client's concerns, needs, goals, and strategizing the best way to achieve them.
He believes every client should be able to rest their head at night knowing their taxes and accounting needs are taken care of and in good hands. His experience is mostly tailored to real estate, professional services, and medical services though he's worked with almost every type of industry.
He's one of the few people in the world that loves and understand taxes and has a great ability to help others understand them too.