About Me & How I Work with Clients

Services

I am a bilingual (English/Spanish) CPA with over 25 years of diversified tax and business experience. I especialize in providing tax and business services (i.e., accounting, payroll, business advise, etc.) to independent professionals, small business owners and individual taxpayers.

How Do I Work with Clients?

With independent professionals and small business clients, I engage in monthly fixed fee agreements to provide needed services throughout the year.

Service packages are customized to their business needs and can include services ranging from bookkeeping to tax and business strategic planning.

In addition, I offer one time fixed fee pricing for financial software setup and integration projects.

My work always begins with a free consultation and a service proposal.