The Person You’re Emailing…

I am an Enrolled Agent based in Santa Barbara who provides tax preparation and year-round support for business owners, executives, and individuals with complex financial lives. I built my practice to feel like an auxiliary home office: personal, accessible, and tailored to the way you actually work.

With experience as a former nonprofit executive director, I understand leadership pressures, stakeholder expectations, and the need for clear, actionable financial information. I focus on giving decision-makers concise, decision-ready insights and taking the financial details off their plate.

I help clients file accurately, respond to IRS notices, and move from behind on reconciliations to clean financials. I design my services to create capacity by taking reconciliations, compliance, and tax complexity off your plate so you regain time, clarity, and breathing room, with a long-term partner in your financial operations.

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