Hi, I'm Joe—a CPA who believes tax strategy should be clear, proactive, and built around your goals, not generic advice.
I started my career at PwC working with Fortune 500 companies before shifting my focus to what I genuinely enjoy—helping small business owners and individuals be strategic about their finances. After 15 years in Ohio, my family and I moved to Utah where I now run my own practice.
I'm incredibly grateful for my wife and five kids who keep life interesting. When I'm not working with clients, you'll find me coaching their sports teams or watching Ohio State football.
If you're a small business owner or individual looking for a CPA who takes a proactive, strategic approach to taxes and accounting, I'd love to work with you.
Schedule a free consultation to discuss your tax situation and see if we're a good fit.
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