About Us

With 6 years of experience under CPA’s and Financial advisors, and with experience owning my own businesses, I offer personalized Tax and Accounting assistance for the Individual and the Business Owner.

I specialize in business accounting but I do it all—bring me your W2 wages, your investment properties, your childcare expenses, and more.

My services are conveniently virtual so I can help, wherever you are in the world. I also assist at 2 local offices for the client who prefers in-person. These offices are in Upstate, SC.

For those who need Business Accounting: I offer Bookkeeping and Payroll through: Matrix Tax & Financial Services.

Additional Services Available through Avantax at Matrix:
Investment Planning or Management
Financial Planning
Life Insurance Policies
Retirement Planning

The products and services we offer

Products & Services
Tax Preparation for Individuals Simple to Complex Returns Complimentary Tax Planning Advice Complimentary State Returns
Best for Individuals who contract services and for the small business owner.
Best for large businesses or businesses who file as corporations.
Recommendations Given (2)
"Great strategy & marketing presence. I enjoyed working with them."