Our 11 Licensed Tax Counselors
Refine search or filter advisors directly to secure individual Calendly reservations
Join Our Team of Tax Professionals
Certified or working toward it — if you're passionate about helping clients navigate their finances, we'd love to hear from you.
Meet the Team
A small, dedicated group bringing tax expertise, creative direction, and client care together under one roof.
Founder and lead tax strategist with over a decade of experience helping individuals and small businesses navigate tax season with confidence.
Keeps the day-to-day running smoothly behind the scenes — from scheduling to client communication.
Shapes the visual identity of Intellitax — from brand assets to marketing graphics.
Handles due diligence with precision, reviewing documentation so every client file is accurate.
Keeps client books accurate and payroll running on time, every cycle, without fail.
Builds and maintains the systems behind the scenes — funnels, automations, and the website itself.
About Intellitax Financial Solutions
At Intellitax Financial Solutions, we help individuals, entrepreneurs, and growing businesses simplify their finances, strengthen operations, and build a solid foundation for long-term success. We provide comprehensive business solutions under one roof, allowing our clients to focus on what they do best while we handle the details behind the scenes.
Our services include professional tax preparation and planning, bookkeeping, payroll, business formation, financial consulting, website design and development, CRM implementation, marketing solutions, and business automation. Whether you're launching a new business, scaling an existing company, or looking for a trusted partner to streamline your operations, our team is here to support you every step of the way.
"We believe every business deserves access to knowledgeable professionals, efficient systems, and practical strategies that drive growth."
That's why we take a personalized approach to every client engagement — understanding your goals, identifying opportunities, and delivering solutions tailored to your unique needs.
Technology plays an important role in how we serve our clients. Through secure client portals, digital workflows, automation, and modern business tools, we make it easier to manage taxes, accounting, marketing, and day-to-day operations with confidence and convenience.
At Intellitax Financial Solutions, our commitment extends beyond filing tax returns. We aim to become a long-term partner for individuals and businesses by providing dependable guidance, responsive service, and innovative solutions that support growth at every stage.
Whether you need help preparing your taxes, managing your books, building your online presence, forming a new business, implementing business systems, or improving your marketing strategy, Intellitax Financial Solutions is dedicated to helping you move forward with confidence.
From tax and accounting to marketing, technology, and business growth, we're committed to providing the expertise and support you need to succeed.