Professional Bio

I didn't become a CPA and an EA just because I have a deep, romantic love for spreadsheets (though I do appreciate a well-organized one).

I did it because I saw so many smart, talented people—friends, family, and small business owners—getting tangled up in financial red tape. I saw them making honest mistakes that cost them dearly. I saw them overpaying in taxes because they didn't know the rules were written for them, too. And I saw them feeling judged or "talked down to" by old-school accountants who spoke in a language no one else understood.

I knew there had to be a better way.

I built Four Brothers Financial on a simple mission: to be a tax and accounting partner who speaks your language. I wanted to be the person who could translate all that complex "tax-speak" into plain English and create proactive strategies that actually help you keep more of your hard-earned money.

I know "CPA" and "EA" just look like more confusing jargon. So let's break down what they mean for you in a practical way.

Think of it like this:

• The CPA (Certified Public Accountant) is your Financial Architect. This is the "big picture" strategist. As a CPA, I’m your partner for building a strong business, managing cash flow, making smart financial plans, and ensuring your books are accurate. It's the "offense" side of your money.
• The EA (Enrolled Agent) is your Tax Specialist & Defender. This is a different, and very powerful, credential. It’s the highest certification the IRS gives, and it means I’m a federally-licensed tax expert. As an EA, I have unlimited rights to practice before the IRS. This is the "defense" side. If you ever face an audit or get a scary letter, you don't have to talk to them. I do it for you.

Why is having both a big deal?

Because most professionals are one or the other. You might have a great CPA who doesn't specialize in deep-level tax law or IRS representation. Or you might have a tax preparer who can't help with high-level business strategy.

By being both, I can build your financial house and guard it. We can create the perfect business strategy and tax plan, and if the IRS ever questions it, I'm the one who will be there to defend it. It’s a complete, 360-degree approach, all from one person.

I've built my practice on a few core beliefs. This is what you can always expect from me.

1. No Judgment. Ever. Seriously. My office is a 100% judgment-free zone. Your books are a complete mess? You haven't filed taxes in three years? You made a mistake and are scared to fix it? You are not the first, and you won't be the last. I'm not here to lecture you; I'm here to partner with you and fix it.
2. Proactive, Not Reactive. I hate surprise tax bills as much as you do. My goal is to never have one. We'll talk during the year, not just in April. We’ll do tax planning to make sure you're taking every deduction and credit you're legally entitled to.
3. Clarity Over Confusion. I will never just hand you a form and say "sign here." I’ll always take the time to explain the "why" behind my advice. I want you to feel empowered and educated about your own money.
4. Technology Makes Us Better. I use the latest, most secure technology to make our collaboration as easy as possible. You get a secure client portal, easy digital document signing, and efficient communication.

Here are the main ways I help my clients, broken down by what you might be feeling or needing.

Are you an entrepreneur or business owner who's amazing at what you do... but the "finance" part is draining you? I'm here for you.

• Accounting & Bookkeeping: We'll get your books clean, organized, and (most importantly) useful. You'll finally have financial reports that you can actually understand and use to make smart decisions.
• Business Advisory (My Favorite Part): This is where we go beyond the numbers. We can set up the right business structure (S-Corp? LLC?), create a budget, manage your cash flow, and build a real strategy for growth. I can act as your "Outsourced CFO" without the six-figure salary.
• New Business Setup: Got a great idea? Let's start it on the right foot from day one.

Taxes are a fact of life, but paying more than you need to be isn't.

• Tax Planning (The Most Important Service): This is where we save you money. We meet mid-year to look at your income and find legal strategies (like retirement contributions, business expenses, etc.) to lower your tax bill before December 31st.
• Tax Preparation (Individual & Business): When it's time to file, you can have complete peace of mind knowing your return is prepared accurately and optimized for the lowest possible tax by a dual-certified expert.

That feeling when an official-looking envelope from the IRS lands in your mailbox? Your stomach drops.

Don't panic. And please, don't ignore it. As your Enrolled Agent, you don't have to face them alone.

• IRS Audit Representation: You send the letter to me. I handle all communication. You never have to speak to the auditor.
• Back Taxes & Tax Resolution: If you've fallen behind, it's okay. We'll face it together. I can negotiate with the IRS on your behalf to set up payment plans (Installment Agreements) or even settle your tax debt for less (Offer in Compromise).
• Penalty Abatement: We can work to get IRS penalties reduced or even removed.

I've found I build the best partnerships with:

• Small to Medium-Sized Business Owners who are passionate about their craft but need a financial guide.
• Service-Based Professionals (like lawyers, doctors, consultants, and marketing agencies) with unique accounting needs.
• Real Estate Investors who need help tracking properties and maximizing depreciation.
• Successful Individuals & Families who feel like they're just "leaking" money to taxes and need a proactive plan.
• Anyone who feels stressed, disorganized, or "in the dark" about their finances and is ready for a clear, judgment-free path forward.

Your tax and accounting needs are too important to leave to chance, a piece of software, or an accountant who doesn't "get" you.

You deserve a partner who is on your side, speaks your language, and has the elite credentials to protect you and your future.

If you're ready for a different kind of tax and accounting experience, I invite you to get in touch. Let's just have a conversation. No pressure, no confusing jargon. Just a real talk about your goals and how I can help you get there.

Visit me at Contact Us page to book a call, or explore our blog for free tips and insights.

I look forward to meeting you.