I grew up the child of immigrant parents who ran restaurants. Through them, I saw firsthand both what business ownership can make possible, and how quickly it can fall apart.
My father taught me what it means to take a risk. He opened restaurant after restaurant, but just as many closed — an IRS audit and the back taxes that came with it were the final blow to that stretch of his career. It took years of rebuilding before he found real success again with the restaurant he runs today.
My mother was the opposite. She ran one location, raised my siblings and me, and stayed financially conservative — choosing to build a real estate portfolio instead of pouring more into the business. By the time I was in college, I was managing rentals on her behalf. Today she holds multiple properties and isn't dependent on the restaurant alone heading into retirement.
What both of their stories have in common is this: the accountants and preparers they trusted let them down. Poor entity structuring, missed timing, and sloppy books cost them money — and, in my father's case, helped cause the audit in the first place. Most firms are built to move you through as fast as possible. My goal is the opposite — white-glove service for every client, the same care I'd want for my own parents.
My professional experience spans global firms handling multinational corporations, regional firms managing large commercial real estate portfolios, and boutique practices handling the books and filings of individuals and their businesses — with deep experience across individuals, S-corporations, partnerships, trusts and estates. As a business owner and real estate investor myself, I understand not just the need for quality CPA work, but the difference it actually makes.
