“The Tax Liaison”

Most people don't need a lecture on the tax code. They need someone who has stood on both sides of it to bring clarity to tax compliance and obligations.

I founded The Tax Liaison to be more than just a place to get a tax return filed. The Tax Liaison is designed to be a strategic tax planning partner and educator for individuals, families, and small business owners who'd rather understand their taxes than fear them.

The Tax Liaison is a tax preparation and consulting practice built to simplify complex tax matters for individuals, businesses, and organizations. I work with clients across North Carolina and handle multi-state returns for people whose lives and businesses cross state lines.

Before this, I spent my career bridging the gap between taxpayers and the systems meant to serve them, working with tax professionals, business leaders, and community organizations to deliver education, strengthen compliance, and build trusted relationships between the IRS and the public.

My job isn't to hand you a finished return and disappear. It's to make sure you understand what's in it and help you plan for next steps. That's why the work doesn't stop at annual filing deadlines. My goal is to help clients make informed decisions on business entity structure, recordkeeping, and tax planning for the future.

Join the conversation on my podcast “The Tax Liaison” (Season 2, coming 12/1/2026); an ongoing conversation about tax law and how it effects people, personally and professionally.