With over 20 years of executive finance experience — from Fortune 500 companies to PE-backed environments — I've spent my career making complex financial situations simple and actionable.
I founded RelyCFO to bring that same level of strategic thinking to individuals and small business owners who deserve more than just a tax return. Most people never get proactive tax advice — they get a bill in April and a 'good luck next year.' I built this practice to change that.
Whether you're a W-2 employee trying to understand your RSUs, a gig worker drowning in 1099s, or an S-Corp owner wondering if your entity structure still makes sense — I personally handle your return, review every line, and give you a clear picture of where you stand and what to do next.
I'm based in Houston, Texas, and serve clients across the country. Every client gets direct access to me — not a junior associate, not a call center.
“I believe every taxpayer deserves to understand their own tax situation — not just get handed a number. My goal is that you leave every conversation knowing more than when you came in.”
You deal directly with the people doing the work — not a call center or a rotating account rep.