Billionaire Financial Services

Most tax professionals focus on filing returns. I specialize in tax strategy, compliance, and long-term oversight for self-employed individuals and business owners, not just getting a return filed. I have over 12 years of experience, have worked with 700+ individual clients and more than 150 businesses, and my expertise is specifically in self-employed and business tax situations that are complex, high-risk, or often mishandled. What sets my firm apart is that I don’t take a one-time, reactive approach to taxes. I help clients structure their income correctly, stay compliant, and legally minimize their tax liability through proactive planning and ongoing oversight. Many of my clients come to me after realizing their previous tax preparer only filed the return and never addressed strategy or compliance, leading to missed opportunities, penalties, or IRS notices later on. I’m especially known for: Self-employed and business tax strategy Legal tax minimization through proper income and entity structure Business and tax compliance oversight IRS notices, back taxes, and complex tax situations Year-round guidance so clients aren’t surprised at tax time If you’re self-employed, run a business, or want a proactive tax strategy that helps you keep more of what you earn while staying compliant, that’s where I add the most value. My goal is simple: to help clients make informed financial decisions, reduce tax exposure legally, and avoid costly mistakes, year-round, not just during tax season.