About SimpliFi
Simple. Honest. Answers
Most people end up with a scattered financial team — a tax preparer who disappears after April, a bookkeeper who doesn’t talk to anyone, and no one looking at the big picture. SimpliFi exists to fix that. I’m a CFO and tax professional, and I bring all of it under one roof: your taxes, your books, your compliance, and the strategic thinking that ties them together.
That means you explain your situation once, to one person who actually remembers it — and who can see how a tax decision affects your cash flow, or how your books should be set up to make next year’s filing painless. Financial guidance that connects, instead of a handful of disconnected services.
A CFO’s Perspective, a Tax Professional’s Precision
What sets SimpliFi apart is the combination. As a CFO, I think strategically about where your money is going and how to get your business where you want it. As a tax professional, I make sure every return is accurate and every agency — IRS, FTB, CDTFA, EDD, and LA City — is satisfied. Few advisors do both well. I built my practice around doing exactly that.
[Optional — fill in: With [X] years of experience in finance and tax, I’ve helped individuals and
business owners through everything from first-time filings to complex multi-agency compliance
and major growth decisions.]
Start to Finish, with Peace of Mind
My approach is lifecycle support: set it up correctly, fix what’s broken, keep it compliant, and
plan ahead. Whether you’re starting fresh or cleaning up years of issues, the goal is the same
— get you in good standing and keep you there, so you can stop worrying about it.
What I Believe
Honest answers, in plain language. You should understand your own finances. I explain
things clearly and tell you the truth — even when it isn’t what you hoped to hear.
Your situation is unique. No templates. I take time to understand your goals and build
solutions that fit them.
Integrity is non-negotiable. Accuracy and honesty are the core of everything I do.
Relationships, not transactions. I’m here year-round, not just at tax time — a steady partner
as your life and business evolve.
Who I Work With
I serve individuals, families, and small to mid-sized businesses in every industry across Los Angeles County — and, increasingly, federal contractors and grant recipients who need audit-ready financial management. Whatever stage you’re at, you’ll get the same personal attention and CFO-level insight. Services available in English and Spanish.
Personalized Service
We offer personalized accounting solutions for your unique needs. We provide expert guidance and we ensure that your financial goals are met with accuracy and efficiency.
Integrity and Trust
We have built our reputation over the years by delivering quality service. Honesty is the core of everything we do, so you can be confident in choosing us as your partner.
Purpose-Driven
We are committed to helping you achieve your financial goals with purpose-driven strategies. Our focus is on delivering meaningful results that align with your success.