Exceptional and meticulous CPA & tax advisor. Committed to thoroughly understand my complex tax situation involving rentals and an S-corp. Natalie understands how to apply tax law to maximize my tax savings while staying fully compliant with all tax laws. Highly recommend Natalie to my family, colleagues and peers.

Natalie has been my strategic tax advisor and tax preparer for over 5 years. I now look forward to tax planning and year end tax reporting as Natalie works closely with me year round to proactively plan, for and achieve my tax minimization goals. She keeps me focused on making smart, tax efficient decisions in my business and in my personal life to position for and lock-in maximum tax savings. Thank you, Natalie !

Natalie's tax planning and management process is astounding. As a tech executive, my income increases significantly year over year from vested RSUs and bonuses. Natalie is proactive in designing a tax strategy and plan that lowers my taxable income and effective tax rates. The preparation process is seamless as it is paperless and cost efficient. Expectations exceeded every year.