Welcome to SimpliFi
Simple. Honest. Answers
I’m a CFO and tax professional helping individuals and business owners across Los Angeles County take control of their finances from start to finish. Whether you’re launching something new, cleaning up a problem, or running an established operation, I provide clear guidance and reliable answers — without the jargon. One trusted advisor who understands both the numbers and what they mean for your goals.
What I do:
Tax & Compliance – Federal, multi-state, and local tax preparation, plus full compliance across the IRS, FTB, EDD, CDTFA, and LA City — sales & use tax, payroll tax, back-filing, ITIN, and representation. [Learn More →]
Accounting & Bookkeeping – Accurate, up-to-date books, payroll, and financial reporting that show you exactly where your business stands. [Learn More →]
CFO & Advisory – Fractional CFO leadership and consulting to help you plan, grow, and make confident decisions. [Learn More →]
Business Formation & Support – Launch and run with confidence: entity setup, licensing, payroll, insurance & HR, and more. [Learn More →]
Lending & Real Estate – Licensed lending and real estate services — financing, buying, selling, and property management. [Learn More →]
Lifecycle Support, Start to Finish
Most firms help with one piece and leave you to coordinate the rest. I work with you across the entire lifecycle of your finances – setting things up correctly, fixing what’s broken, keeping you compliant, and planning ahead. The goal is simple: peace of mind, knowing it’s handled.
For Individuals
Life gets complicated – your finances shouldn’t. I help individuals and families file accurate returns, plan ahead to lower their tax burden, and resolve issues with the IRS or state agencies. Wherever you are on your journey, you’ll get straight answers and a plan you understand.
For Businesses
I work as a true financial partner to small and mid-sized businesses across every industry – not just a once-a-year tax preparer. Whether you run a restaurant, a construction company, a medical practice, a retail shop, or a professional services firm, I help you stay compliant, understand your numbers, and build a business that thrives.
We Handle Every Agency
Running a business means answering to five different agencies. I track every filing and deadline across all of them – IRS, California Franchise Tax Board, EDD, CDTFA, and the LA City Office of Finance – so nothing slips and no notice catches you off guard. See the Tax & Compliance page for the full Business Compliance Calendar.
Services available in English and Spanish.