With 7 years of experience in public accounting, Josh specializes in tax planning and preparation for individuals and businesses. Throughout his career, Josh has worked with clients across a range of industries, helping them navigate complex tax regulations and stay compliant with ever evolving tax laws.

Josh is passionate about supporting clients with year-round strategies that align with their financial goals – not just during tax season. In addition to his experience in tax compliance and planning, Josh is pursuing the Series 65 license to broaden his expertise and better serve clients with more comprehensive financial guidance.