About

My Personal CPA and Financial Planner, LLC was  founded with a mission to advance the CPA and client partnership by providing comprehensive accounting and financial planning support throughout the year for all your financial decisions.

As Veterans of the Armed Forces, we understand the financial challenges of serving our Country and the unique financial decisions made throughout your military career as well as during the transition into the civilian workforce.

Our mission is to assist you by developing a strategic plan during every phase which includes financial education, financial planning, tax preparation, retirement planning, and more.

As a Small Business Owner, our mission is to provide affordable business accounting, strategic planning, and consulting services which focus on growing the bottom profit line and positioning your competitive edge.

As Professionals and Leaders committed to excellence and serving the community, our mission is to serve those that simply need assistance getting their finances back on course, setting goals, and aiming to improve their current financial situation with a clear road map uniquely tailored just for you!