About Us

You Deserve a Tax Advisor Who Actually Saves You Money

Proactive Planning

Get Year-Round & Proactive Tax Reduction Planning

We Handle it All

We'll Handle All the Bookkeeping, Tax Returns & Accounting

Scale Your Business

We'll Help You Scale Your Business & Improve Profits

Why I Started Shore Financial Planning

Your Success Is My Mission

I founded Shore Financial Planning because I lived through the frustration you're experiencing right now. As a small business owner myself, I was tired of working with accountants who only showed up once a year to prepare my taxes—after it was too late to implement any meaningful tax-saving strategies.

I watched too many profitable businesses overpay in taxes simply because their accountants lacked the vision and expertise to be proactive.

That's when I decided to build the firm I wished I had: one that combines comprehensive tax planning with real-world business experience.

Why Our Approach Works: CPA + CFP + Real Business Experience

We Don't Just Advise—We Actually Run Businesses Too

Here's what sets us apart from every other accounting firm: we practice what we preach. While I serve as your CPA and Certified Financial Planner, I also own and operate an automotive repair and tire shop.

This means I understand your daily challenges—from managing payroll and handling sales taxes to dealing with employees and cash flow.

When I recommend tax strategies, it's not theoretical advice from someone who's never signed the front of a paycheck. It's battle-tested guidance from someone who knows exactly what it takes to build and sustain a profitable business.

Don't Settle for Reactive Accountants

Are You Doing Everything Possible to Reduce Your Taxes?

Book a tax reduction & accounting analysis today, and we'll help you see what you can do to reduce your taxes and improve your business.