With over 22 years of experience and 200+ satisfied clients under out belt, ACBC is focused on an inclusive customer experience that provides individuals and corporations with a broad understanding of their unique financial situations.
“ACBC started with my love for numbers, and my love for helping friends and family reach their financial goals. I’ve always been interested in how money works in our lives, and realized at a very young age that money in your hand or your bank account, does not necessarily spell out comfort or security to every person.”
ACBC is about comfort, education and the personal experience when dealing with finances, and specifically, taxes. We understand that no two clients are alike. There is no one-size-fits-all approach when it comes to financial health and stability. Our process is to interview you, review previous years taxes, and determine the positive and negative experiences of tax time. We dedicate time to every client to answer any questions they have, as that is the most critical element of taxes. Knowing what makes you interact with taxes the way you do allows us to effectively guide you throughout the year so you are aware of your situation at all times.
Certifications/memberships:
CFP, University of California, Santa Cruz
MBA, Finance Clark Atlanta University
