About Me

Warren is a seasoned CPA with a career defined by a rare duality: a decade of high-level tax advisory and five years at the bleeding edge of financial technology. This background allows him to bridge the gap between traditional tax strategy and the modern digital economy, providing clients with insights that are both technically rigorous and forward-thinking.

Prior to founding his own practice, Warren spent 10 years as a Tax Advisor, where he specialized in income tax compliance and strategic planning for a diverse portfolio of individuals and businesses. His deep understanding of the IRC and multi-state tax complexities earned him a reputation as a trusted partner for clients navigating high-stakes financial decisions.

Warren’s expertise was further refined during his five years at a high-growth fintech startup, where he served as a key architect in building an automated, API-first tax engine. By translating complex federal and state tax laws into scalable software logic, he helped democratize access to tax optimization for millions of users. This experience gave him a “behind-the-scenes” look at how tax data flows through the modern banking ecosystem, allowing him to offer unique guidance on tax automation, embedded finance, and data-driven planning.

Today, Warren leverages this 15-year pedigree to serve clients who require more than just a historian of their past finances. He acts as a proactive strategist, helping founders, tech employees, and business owners optimize their tax positions in an increasingly automated world.