About

AG CPA Co is a CPA-led accounting, tax, and advisory firm serving entrepreneurs, closely held businesses, expatriates, and internationally connected organizations.

Since 2010, we have helped clients navigate tax compliance, business operations, international reporting, and complex financial decisions. Our work spans accounting, taxation, advisory services, and operational support across multiple jurisdictions.

Our team operates across countries, cultures, and time zones. Many of us have worked together for more than a decade, creating continuity, shared knowledge, and long-term relationships that benefit both new and existing clients.

We believe clients deserve thoughtful guidance, clear communication, and practical solutions rather than one-size-fits-all answers. Whether a question involves tax, business operations, international matters, or financial decision-making, our goal is to help clients understand their options and move forward with confidence.

Why We Do This Work

 

I became interested in accounting because I was interested in how organizations make decisions.

Over the past two decades, that curiosity has led me through public accounting, entrepreneurship, international business, technology projects, and advisory work across a variety of industries and jurisdictions.

My professional career began with Deloitte, PwC, and EY, where I worked with multinational organizations navigating complex tax, reporting, and operational challenges. Those experiences provided a strong technical foundation, but they also revealed something broader: financial decisions rarely exist in isolation. Tax, operations, growth, risk, and human behavior are often intertwined.

Since 2010, I have advised entrepreneurs, closely held businesses, expatriates, and internationally connected individuals through AG CPA Co. Along the way, I have worked with founders raising capital, businesses expanding internationally, and owners navigating important transitions. I have also spent time building businesses myself, which has shaped how I approach client relationships and decision-making.

What continues to interest me most is helping people understand complexity.

Sometimes that complexity involves tax law. Sometimes it involves international operations, business structure, financial systems, or competing priorities. In each case, my goal is the same: to help clients understand their options, evaluate tradeoffs, and make informed decisions.

Today, my interests increasingly sit at the intersection of finance, technology, and decision systems. Advances in data science, automation, and artificial intelligence are changing how information is processed and how decisions are made. I believe these tools have tremendous potential when used thoughtfully, transparently, and in service of human understanding.

At AG CPA Co, we strive to provide more than compliance. We aim to create clarity.

When clients leave a conversation with a better understanding of their situation and a clearer sense of direction, we consider that a successful outcome.

Continuing Education & Research Interests

The fields of accounting, finance, and technology continue to evolve. Outside of client engagements, I maintain an active interest in areas that influence how decisions are made, how information is organized, and how complex systems can be made more understandable.

Current areas of interest include:

  • Computer Science
  • Data Science
  • Decision Systems
  • Artificial Intelligence & Finance

I am particularly interested in how technology can help individuals and organizations navigate complex financial, regulatory, and eligibility-related decisions while maintaining transparency, accountability, and human judgment.