Tax
SOLUTIONS
Legal
SOLUTIONS
Business
GROWTH
Hi I'm Gena!
....And I'm so glad you're here.
Whether you’re building a business, securing your family’s future, or simply trying to get your tax or financial life on track, I know the challenges you face—because I’ve been there too.
As a licensed CPA, attorney, and certified tax resolution specialist, I’ve spent over 20 years helping individuals and families like yours simplify the complex, protect what matters most, and design the life they truly deserve. My passion is guiding people toward a legacy of impact—without the overwhelm with solutions that bring clarity, confidence, and peace of mind.
But it’s not just about the numbers or the paperwork—it’s about helping you see what’s possible and empowering you to create the future you’ve always envisioned for your family.
I truly understand your struggles as I have helped many families turn uncertainty into opportunity and stress into sweet rest.
I would love to help you find peace of mind with any tax, financial or legacy concern you are struggling with.
Let's Chat!WE VALUE
What You Value
FAMILY
Peace of mind for those who matter most. Your family’s future is priceless. From tax strategies that help you keep more of your income to legal plans that secure your loved ones’ well-being, we’re here to give you confidence and peace of mind in every decision.
BUSINESS
Your business is more than just a livelihood—it’s your passion and your legacy. Whether you’re managing taxes, protecting assets, or seeking education to scale efficiently, we offer solutions that help your business grow without unnecessary stress.
LEGACY
Your legacy is your opportunity to make generational impact. Through strategic tax planning, asset protection, and legacy solutions, we help you secure your wealth, empower future generations, and create a legacy that truly reflects your values and vision.
My mission is to help you achieve your version of success.
I understand firsthand the complexities of balancing family, advancing your career or business, nurturing relationships, and striving to make a meaningful impact—all while managing the expectations you place on yourself. As a Harvard graduate, spouse, and mother of six, I’ve faced the challenges of perfectionism, imposter syndrome, and countless self-imposed limitations.
My journey has been anything but smooth—marked by setbacks, betrayal, costly mistakes, and wasted time. But through education, life, and professional experience, I’ve curated the tools and strategies to make your journey a lot smoother.
I’m here to equip you with the systems, solutions, and support you need to:
- Simplify complexities in your tax life.
- Make financial decisions that build and protect your family's future.
- Create a values based legacy plan that impacts future generations.
You are not alone. Let’s work together to eliminate unnecessary stress, uncover new possibilities, design the life you really want, and create a legacy that reflects everything you’ve worked so hard to achieve.
Ready to Simplify, Amplify, and Take Control?
Let's get started!
TAX SOLUTIONS
From strategies to keep more of what you earn to resolving controversies with the IRS, our tax services are designed to bring you clarity, confidence, and peace of mind.
LEGAL SOLUTIONS
From crafting wills and trusts to strategic asset protection, we offer personalized legal solutions designed with your goals and peace of mind in mind.
BUSINESS GROWTH
A thriving business starts with the right tools and strategies. Our business education services provide resources to help entrepreneurs.
