I have been a Certified Public Accountant (CPA) for more than 38 years. My career began with a regional CPA firm in Louisville, where I worked for 10 years before moving into industry as a Plant Controller for a manufacturing company. Throughout that time—and ever since—I have continued preparing individual and business tax returns for friends, family, and a growing number of clients.

Today, I prepare tax returns for a wide range of individuals, from successful business owners and high-net-worth professionals to retirees living on fixed incomes. My goal over the next several years is to expand this practice as I transition into retirement from my corporate career. By 2026, I plan to serve at least 50 clients and continue to grow steadily each year.

Who I Serve

Many of my clients come to me after paying high fees to large, national tax preparation companies. My overhead costs are much lower, which allows me to provide the same level of professional service at a more affordable rate.

I also work with individuals who have been preparing their own taxes using software such as TurboTax. With new legislation and tax changes, including those introduced by the recent Big Beautiful Bill, filing correctly can quickly become complicated. I help clients understand these provisions and ensure they receive every benefit available.

Professional Credentials

• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the Kentucky Society of Certified Public Accountants (KYCPA)
• Registered with the Kentucky State Board of Accountancy

Why Choose Me

When you work with me, you’ll receive the same expertise and professionalism you expect from a seasoned CPA—without the inflated costs of large firms. My clients appreciate not only the savings but also the personal attention I provide.

Let’s Get Started

Trust your income tax preparation to a CPA with decades of proven experience. I look forward to helping you file with confidence and keep more of your hard-earned money.