OUR STORY
Built for people who believe life is meant to be lived intentionally.
I created this firm because I believe financial strategy should expand your opportunities- not limit them.
After nearly two decades as both a CPA and New York State Tax Auditor, I saw brilliant people making life-changing decisions without the guidance they deserved. Too often, taxes were treated as a once-a-year event instead of a tool for building the life someone actually wanted.
I knew there had to be a better way.
Today, I help Americans navigate the intersection of tax strategy, financial planning, and intentional living. Whether you're moving abroad, building a business, investing for the future, or preparing for retirement, every recommendation starts with one question:
What kind of life are you trying to build?
Because once we know that, we can build the financial strategy to support it.
Credentials & Experience
CPA - Certified Public Accountant
NYS Licensed · 2011 · AICPA Member
International Tax Specialist
FBAR · FATCA · FEIE · Streamlined Filing · Foreign Tax Credits
Investment Advisor Representative
CRD# 8288107
Fully Remote Practice
Serving clients in all 50 states and internationally
What I believe money should do:
Money was never meant to be the goal.
It should create freedom- not fear. Clarity- not confusion. Opportunity- obligation.
Your finances shouldn't consume your life. They should quietly support it, giving you the
confidence to make decisions that align with your values, your family, and the future
you're building.
The Principles Behind My Work
Seen- The numbers matter. Every tax return, investment decision, and financial plan should be accurate, intentional, and built on a solid foundation.
Unseen- Behind every financial decision is something deeper: your values, your experiences, your goals, and the life you're trying to create. That's where the best planning begins.
Freedom- When the technical strategy and the human story work together, money becomes what it was always meant to be- a tool that expands your choices instead of limiting them.
If you're looking for thoughtful guidance, practical strategy, and a financial partner who sees the whole picture, I'd be honored to help you build a foundation that goes wherever life takes you.
MY BACKGROUND
The Person Behind the Practice
Hi, I'm Amanda.
For nearly two decades, I built my career as a CPA and New York State Tax Auditor. I learned the tax code from the inside- how it's written, interpreted, and enforced. But somewhere along the way, I realized that while I was helping people navigate the financial system, I hadn't fully asked myself what kind of life I wanted that system to support.
So my husband and I chose a different path.
We stepped away from the traditional script, began homeschooling our children, embraced worldschooling, and eventually built our home in the mountains of Costa Rica. Along the way, we questioned nearly everything- how we wanted to spend our time, how we defined success, what we wanted our children to experience, and what "enough" truly meant.
Living this life has changed the way I think about money.
I no longer see taxes and financial planning as isolated tasks to check off each year. I see them as tools that help create choices, reduce unnecessary stress, and make it possible to live with greater intention.
Today, I bring both perspectives to every client relationship: the technical expertise that comes from years of professional experience and the personal understanding that comes from building an unconventional life myself.
When I'm not working with clients, you'll usually find me exploring Costa Rica with my husband and our four children, hiking mountain trails, discovering hidden waterfalls, or dreaming about our family's next adventure.
Because at the end of the day, that's what this work is really about.
Building a financial foundation that gives you the freedom to live a life you truly love.
How I show up for you
Tax code is complicated. Your relationship with your CPA shouldn't be. I translate the technical into plain language so you can make confident decisions.
I - Clarity Over Complexity
Filing your return is table stakes. The real value is in proactive planning - finding opportunities before the year is over.
II - Strategy, Not Just Compliance
Your financial life evolves. I'm not a transactional relationship - I'm in it with you through moves, milestones, and major life shifts.
III - Long-Term Partnership
"You deserve a CPA who gets excited about your life - not one who tries to talk you out of it."
Amanda, Founder & CPA