Comprehensive Tax & Accounting Solutions
Foundation Financial & Tax provides white-glove tax and accounting services designed specifically for real estate investors and high-net-worth individuals. Foundation maintains a deliberately limited client base to ensure every client receives the personalized attention and strategic guidance they deserve.
Professional Background
I began my career over a decade ago with Ernst & Young, where I developed expertise in complex tax matters and high-level client service. I then freelanced for publicly traded companies across Chattanooga, Memphis, Nashville, and Chicago before joining Elliott Davis, where I served local clients in financial reporting and assurance. I now bring comprehensive big-firm experience with a personalized, boutique approach through Foundation Financial & Tax.
Philosophy
As your CPA, I have two fundamental priorities that guide everything I do:
- Minimize Your Tax Liability: I aggressively pursue every legitimate strategy to reduce
what you owe. - Ensure Bulletproof Compliance: Every strategy is legal, ethical, and thoroughly
documented. You’ll understand exactly how we arrived at your result and why it’s defensible. Your peace of mind matters as much as tax savings.
What Makes This Different
- Proactive Planning: Your tax return shouldn’t be a surprise at year-end. Through quarterly meetings, we keep you informed about your projected tax liability and help you make strategic decisions throughout the year.
- Limited Client Base: I only accept a select number of clients to ensure I can provide the highest level of service and attention to detail.
- Real Estate Expertise: Specialized knowledge in cost segregation studies, entity structure optimization, and real estate taxation strategies.
- Year-Round Support: Tax planning is not a once-a-year event. I’m here for you throughout the year to help you navigate complex decisions and opportunities.
Core Services
- Comprehensive Tax Preparation & Planning
- Cost Segregation Studies
- Entity Structure Analysis & Optimization
- QuickBooks Setup & Cleanup
- Quarterly Tax Planning Meetings
- IRS Representation & Compliance
Let’s build a foundation for your financial future.
Schedule a consultation to discuss how we can work together.
