
Our approach is rooted in a legacy built over more than four decades. We carry forward the same principles our firm was founded on integrity, accuracy, and personal service, while adapting to today’s tax landscape.

Founded over 40 years ago and carried forward by the next generation, Westoaks Financial is built on trust, experience, and accountability. When you work with us, you work with professionals who stand behind their work.

With over 15 years of experience in tax preparation, I help individuals and small businesses navigate the tax code with confidence. I’m committed to accuracy, compliance, and maximizing every legal deduction while providing clear, honest guidance year after year.

I started this business over 40 years ago with one goal: to provide honest, accurate tax preparation people could trust. Over the decades, I’ve seen the tax code change countless times, but my commitment to integrity, compliance, and putting clients first has never changed.
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