CPA, CFP®, PFS
I am a Certified Public Accountant (CPA), Certified Financial Planner(CFP), Personal Financial Specialist (PFS), and a real estate investor. Background I started my career at Ernst & Young (EY) in Atlanta, where I worked with Fortune 500 companies on complex tax and accounting issues. Over time, I saw that everyday investors and small business owners rarely had access to the same advanced strategies that big corporations used to legally reduce taxes and grow wealth. That realization led me to create INVESTOR FRIENDLY CPA® (IFC®), a CPA firm built specifically for real estate investors, entrepreneurs, and high-income earners. My mission is simple: help clients keep more of what they earn, reinvest smarter, and build generational wealth. Approach I take a consultative approach with every client. My goal is to understand your values, your goals, and the bigger picture of what you’re building, whether that’s scaling a real estate portfolio, growing a business, or planning for financial freedom. I believe clients should act as the CEOs of their financial lives, while I step in as their personal CFO. That means I cut through the complexity of tax law and finance, translating it into clear, actionable strategies you can actually use. Instead of just reacting at tax time, I and my team helps you stay proactive, making smart decisions, spotting opportunities, and protecting against risks before they become problems. The result: more control, more clarity, and more confidence in your long-term plan. Real Estate Expertise I’m an active investor myself, with experience underwriting, acquiring, repositioning, and managing a $3M single-family residential portfolio, and I’m expanding into commercial real estate. Because I’m in the trenches as an investor, I understand both the numbers and the tax strategies that make deals more profitable. I also founded EvaluateDeals.com (www.evaluatedeals.com), a platform that helps investors analyze real estate deals with clarity and confidence. Beyond Investing Beyond Investing Alongside running INVESTOR FRIENDLY CPA®, I’ve built a group of ventures that support investors, business owners, and professionals at different stages: Full Time Employee (www.ftemployee.com): A U.S.-based company that helps CPA firms and accounting firms scale by connecting them with skilled, affordable talent from Nepal. TaxMD™ ( www.taxmd.com): An AI-powered tax planning platform with 1,000+ proven strategies tailored for real estate investors, business owners, high-income earners, freelancers, retirees, and CPAs, making advanced planning accessible to everyone. I.F.C. Hope Foundation (www.ifchopefoundation.com): A nonprofit providing education and essential resources to underserved communities in Nepal. Looking For • Real estate investors seeking proactive tax planning strategies to reduce taxes and grow wealth. • Partners and brokers focused on multi-family and commercial properties. • High-income earners, entrepreneurs, and fellow investors who want access to advanced tax strategies usually reserved for the wealthy. Education & Community Engagement I hold a Master’s in Accounting from the University of Georgia and completed MBA-level coursework in real estate investing. I also contribute actively here on BiggerPockets, sharing my expertise to help other investors succeed.
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