As a locally focused CPA firm, we go beyond traditional accounting. We provide personalized guidance, proactive tax planning, and hands-on support to help you make confident financial decisions year-round. Whether you’re just getting started or looking to scale, our approach is built on relationships, responsiveness, and a deep understanding of the Park City market.






Accurate and timely preparation of federal, state, and local tax returns for businesses and individuals, ensuring full compliance with current tax laws.
Proactive, year-round planning to minimize your tax burden, optimize deductions and credits, and help you make smarter financial decisions before year-end.
Specialized support for LLCs, S-Corps, partnerships, and sole proprietors, including entity structuring and tax strategy tailored to your business goals.

As a CPA, I specialize in helping small business owners navigate the complexities of taxes with clarity and confidence. My approach goes beyond simply preparing returns—I focus on identifying and implementing specific tax strategies tailored to each client’s unique situation.


I bring a well-rounded accounting and finance background shaped by experience across multiple industries and business environments.
I previously served as a Controller for a nationally recognized small unmanned aircraft consulting firm, where I led financial operations, implemented scalable processes, and supported the company’s continued growth.
Prior to that, I worked as a Senior Accountant for the nation’s largest self-storage REIT, gaining deep experience in complex real estate accounting, financial reporting, and large-scale asset management.
Earlier in my career, I held a role as a Corporate Accountant for a real estate private equity firm, where I developed a strong foundation in investment structures, financial analysis, and fund-level accounting.
These experiences give me a unique perspective that blends technical expertise with real-world business insight—allowing me to better serve clients with practical, strategic financial guidance.
Open today | 09:00 am – 05:00 pm |
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