Big 4 tax depth. Operator instincts.

I am a CPA by credential and an operator by nature.

For more than ten years I worked tax at the highest levels. I trained Big 4 at KPMG on institutional private equity and venture capital. I ran internal tax for a venture capital fund across its funds, its general partner, and more than a hundred SPVs. Most recently I was a tax senior manager at BDO USA advising real estate operators, NYSE-listed REITs, and alternative investment clients on complex partnership structures and transactions.

That means the work most CPAs never see was my daily job. Fund waterfalls and carried interest. Multi-entity and multi-state returns. Partnership allocations and §754 step-ups. S-Corp elections, cost segregation, 1031s, and IRS examinations. The strategies wealthy families and funds use are not a mystery to me. They were my practice.

I also build and run businesses, from a tech platform serving 35,000+ customers to a state-licensed education company. So I do not just know the code in the abstract. I know how cash flow, margins, payroll, and risk actually feel from the operator seat. Most planners are technicians who have never run anything. Most operators do not know the code. I sit in both chairs, and that is the whole point.

This side of my practice is deliberately focused: proactive tax strategy for people who earn well and want to keep more of it, and for real estate investors who want to use everything the code offers. No bookkeeping bundles you did not ask for. No app to learn. Just sharp planning, clean execution, and a CPA who actually picks up the phone.

Big 4 knowledge. Clear answers.