Founder of CPA Solutions, LLC and lead strategist for its consulting arm – XIT CPA.
I help American entrepreneurs achieve financial freedom. With my thorough understanding of tax law, I pursue legal and ethical avenues
to reduce your taxes to the lowest level possible while simultaneously transforming your income into a self-sustaining financial engine.
When we work together, you become my central focus. I relish the opportunity to build your roadmap to financial independence. Think of me as your dedicated coach, and you are my star player. Rather than use a cut-and-paste approach to building wealth, I create a tailored plan that reflects your unique assets and financial goals. You deserve a curated and individual approach to your wealth strategy, in the same way that an athlete needs a training plan that builds on their strengths and mitigates their vulnerabilities. I know a bit about this myself: I competed on a pro golf tour from 2005-2009 and won the 2008 San Juan Open at 15 under par for 72 holes.
I’m driven by my passion for growth, efficiency, and integrity. This shows up both in my own life and how I approach my work with you. For example, I passed all four parts of the CPA exams on the first attempt – only 10% of those eligible pull that off.
I let out a bit of my “geek” side when working with you: I always seek to educate first. As an advisor, I only speak from experience and never recommend a strategy that I’ve not completed thorough due diligence for and/or tested on myself. Transparency and respect are central virtues in each of my client relationships.
I worked in the accounting profession for over ten years while consuming every tax strategy book I could get my hands on. Then, when my managing partner at the time dismissed my ideas as too aggressive, I struck out on my own with CPA Solutions in 2014. Since then, some of my career highlights include:
– Achieved Mastery level membership and became the top producer of Wealth & Tax Strategies for Tom Wheelwright’s WealthAbility® Network in 2019.
– Implementing the Entrepreneurial Operating System (EOS®) in my businesses to create a clear path to sustainable growth.
– CPA Solutions qualified for the 2023 Inc. 5000 list of the fastest-growing private companies in America. Did I mention that I love to scale?
When I’m not obsessing about my work, I love to enjoy life! Growing up in the Mountain West, I have a love for the outdoors and enjoy golf, hiking and snowboarding. I’m currently based in Laguna Beach, CA, when not spending time in my second home in Telluride, CO. Despite my cash flow-positive business and investments, I pay very little in taxes because of my personal wealth strategy.
Other specialties of mine include Estate Tax Mitigation, Real Estate Syndications, Working Interest Oil and Gas, Business Valuation, Mergers and Acquisitions, Conservation Easements, Captive Insurance, International Tax, and more.
I’m living my dream; how can I help you live yours?
– Checkout www.xitcpa.com and get a copy of my e-book: Achieve Financial Freedom in 7-10 Years – How to Apply the 4 Converging Circles of Wealth Creation.
– Complete https://xitcpa.com/form in as much detail as possible if you’d like to schedule a call.