Founder, CFP®, EA
LifeSighted, Inc.
I own a financial planning first practice that offers tax planning and personal tax prep as part of a comprehensive one-stop-shop offering. We primarily work with business owners and tech executives who have equity compensation. Ideally, I'm looking to find someone who can bring business tax prep/bookkeeping in-house, and eventually streamline/grow the tax side of the practice. I'm happy to mentor and offer expertise on the equity comp side of things.
At this point, I'm looking to connect and grow with interesting people doing exciting things, whether that's offering job opportunities, partnering for projects, new ventures, etc.
No specializations listed
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