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Modern Minimalist Desk

Your Dedicated Tax Expert

I'm the founder and sole tax professional behind CTA Services, Inc. When you work with me, you work directly with the person preparing your return — no hand-offs, no call centers. With a family background in accounting, the decision to switch industries was not a far leap. My mission is simple: make tax preparation clear, personal, and stress-free, bringing care and confidence to every return I prepare.

WORKING WITH ME

What You Can Expect

Integrity

Every return is handled with honesty and care, with accurate advice you can rely on.

Simplicity

Complex tax rules become clear, straightforward steps so you always know where you stand.

Client Focus

Your goals come first, with prompt answers and support tailored to your situation.

Studio photography of a professional business card for CTA Services, Inc. The design is sleek and modern, featuring a dark blue background with white text and a blue accent stripe.

When you work with me, you work with me — start to finish. No hand-offs, no call centers, no junior staff learning on your return. I started this practice to offer something larger firms can't: genuine one-on one service. Every conversation, every question, and every return goes through the same person who knows your situation inside and out. That means faster answers, consistent advise year after year, and a tax partner who truly understands your goals - whether you're filing as an individual, a family, or a growing small business. 

I’m the founder and sole tax professional behind CTA Services. As an Enrolled Agent, I specialize in providing clear, personal tax guidance for individuals, sole proprietors, and single-member LLCs. I hold a B.A. in Criminal Justice and an M.A. in Organizational Leadership, with seven years of experience working in probation services. With a family background in accounting, the decision to switch industries was not a far leap. I’ve worked with small and medium-sized firms on California’s Central Coast and in Pennsylvania, and I have experience preparing multi-state tax returns.

I believe a fulfilling life includes balance between family, work, and personal growth. I give each area thoughtful care and set intentional goals for myself and CTA Services. That same care guides the support I provide to every client.

Founder | Enrolled Agent

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Let's make tax season simple

Book a consultation to talk through your situation, or explore the services available for individuals, families, and small businesses.

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