Life Story

Again and again, I watched individuals and business owners get funneled through a system focused solely on tax preparation — reactive, rushed, and surface-level. The result? Missed opportunities, lost dollars, and a growing sense of frustration. That didn’t sit right with me.

I launched this firm with a different vision: to put strategy first and tax prep second. My goal is simple — to help people keep more of what they earn through proactive tax planning and high-level advisory. I’ve seen firsthand what a difference it makes when clients are empowered with real answers, smart strategies, and a CPA who’s not only available but invested in their success.

As a speaker at business acceleration events, I’ve had countless conversations with entrepreneurs and professionals asking the same two questions:
How do I make money? And how do I keep it?
That’s where I come in. I’ve built my firm to be the place where those questions are taken seriously, answered clearly, and turned into action.

I’m not here to simply file returns — I’m here to partner with you in building financial clarity, control, and confidence.

Mission

At Summit Tax Planning, our mission is to empower individuals and businesses through proactive, strategic tax planning — not just reactive tax preparation. We go beyond the standard tax preparation model by offering personalized, one-on-one guidance from experienced professionals who prioritize long-term value over short-term fixes. Our seasoned professionals work closely with each client to uncover opportunities, minimize tax liabilities, and create tailored strategies that support financial growth and peace of mind. We’re committed to delivering the high-touch, high-value service that traditional tax preparers often overlook.