Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias,numquam enim ab voluptate id quam harum.
After spending over $1 million on my education and gaining nearly 20 years of experience, I realized something most business owners and investors don’t know. CPAs who only focus on compliance, just preparing taxes, often miss out on huge savings that could be yours.
That's why I created Wealth by Taxes LLC. Instead of just doing the paperwork, I build custom tax-saving plans that help my clients keep more of their money and grow their wealth.
If you want to stop overpaying and start saving, let's talk. I’ll show you how smart tax planning can make a big difference in your wealth!

Sophia serves as Client Success Manager, acting as the primary point of contact to ensure clients receive consistent, high-quality support throughout their engagement. She focuses on onboarding, ongoing relationship management, and proactive communication to ensure client needs are met and expectations exceeded.
Sophia works closely with internal teams to coordinate deliverables, address questions, and ensure clients fully understand and benefit from the firm’s services. Her goal is to build long-term relationships rooted in trust, clarity, and measurable results.

Alan is responsible for driving growth through strategic marketing initiatives, brand positioning, and performance-focused campaigns. As Growth Marketing Specialist, he oversees lead generation strategies, digital marketing execution, analytics, and optimization across multiple channels.
Alan works to align marketing efforts with business objectives, ensuring consistent messaging while providing support for both firm growth and client acquisition by identifying opportunities, refining processes, and scaling what works.

Astrid is the firm’s Video Editor and Designer, responsible for producing high-quality visual content that supports marketing, education, and brand storytelling. She manages video editing, motion graphics, and design assets to ensure all content is polished, engaging, and on-brand.
Astrid collaborates closely with marketing and leadership to translate concepts into compelling visuals that communicate clearly and effectively across platforms.
