Firm Philsophy
Tax compliance and advisory for individuals and small businesses
I believe that tax isn't just a once-a-year task. In addition to preparing your taxes, I will:
-Help you understand what's in your tax return and answer any questions you have about it
-Plan for the future by making tax projections so you can understand what you owe and when to pay it
-Discuss ways to reduce the tax you pay
-Work with other professionals to ensure your financial life is well taken care of
Being a trusted advisor doesn't mean preparing your taxes and saying "see you next year". It's being a year-round resource and making sure you're confident about past, present, and future taxes.
About Me
I moved to Charlotte in 2010 after graduating with a masters degree in accounting from Wake Forest University and received my CPA license the following year.
I started in a firm which provided a wide variety of accounting services. Though I enjoyed auditing, I wanted to be in an area where I could work with and advise clients, so I switched firms in 2018 to focus on tax prep and advisory.
In 2025 I established Spring CPA PLLC, seeking to build a CPA firm that makes the tax prep process easy and provides year-round advice and peace of mind.
I live in South Charlotte with my wife, three kids, and two dogs. Outside of work and family, I play as much golf as my schedule allows and spend evenings and weekends cheering on the Orioles, Panthers, and Demon Deacons.