Proactive tax planning, accounting, and CFO guidance for business owners and individuals who want more than once-a-year tax prep.
“I’m here to be more than a once-a-year accountant. My goal is to be a long-term partner in building your stronger financial future.”
I’m a CPA and CFO with over 25 years of experience, two decades focused specifically on tax strategy. I’ve helped high-income earners save millions in taxes with a 90%+ success rate in IRS appeals.
I raced competitively for years while working full-time as an accountant, including a spot as one of eight American drivers in an early U.S.-hosted international drifting competition. It taught me that a race car with all the horsepower in the world still won’t perform if the alignment’s off by a few degrees. Business and personal finance work the same way.
Through H Financial Solutions, I work directly with business owners and individuals who want more than a yearly tax filing. Clients often say I’m less like an accountant and more like a financial therapist, someone who brings calm, clarity, and a plan to what can otherwise feel overwhelming.
Clean, accurate books every month, so you always know where your money is going, not just where it went.
Proactive strategy all year, not a scramble every April. Find the deductions and credits that actually apply to your business, not generic ones that don’t.
CPA-level insight without the cost of a full-time hire. Get the financial strategy of a CFO, scaled to a growing business.
Running multiple restaurants means managing multiple locations, POS systems, payroll, sales tax filings, and often multiple legal entities. HFS helps owners see the performance of each location while keeping the overall tax picture organized.
Auto repair, collision, and aftermarket businesses become more complex as locations multiply. HFS brings together parts, labor, payroll, sales tax, equipment, and entity-level reporting so owners can understand each shop and the group as a whole.
Multi-unit franchisees and retail operators need more than a set of books for each store. HFS helps owners standardize accounting across locations, compare performance, manage multiple entities, and plan for the next unit.
Growing contractors and trade businesses often have multiple crews, projects, entities, and equipment moving at the same time. HFS focuses on the financial information owners need to understand job performance, cash flow, and tax exposure as they grow.
Real estate owners often operate through multiple properties and entities, creating a tax and accounting structure that grows more complicated with every acquisition. HFS helps investors and business owners keep the portfolio organized while planning for the next transaction.
Tax planning for acquisitions, dispositions, refinancing, and portfolio growth
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