About
Founder / Sr. Advisor, Gwaltney Tax & Advisory
Member, AICPA, FICPA, GSCPA | Member, Tallahassee Regional Estate Planning Council | Member, National Association of Estate Planning Councils | Board Member, Elder Care Services of the Big Bend, Inc. (Audit & Finance Committee)
I'm a licensed CPA based in Tallahassee, Florida, with a passion for helping individuals and small businesses make confident, informed financial decisions. In November 2025, after careers spanning the U.S. Navy, public education, coaching, and public accounting, I launched Gwaltney Tax & Advisory, LLC to bring practical, relationship-driven tax and advisory support to individuals and business owners.
After decades of "adulting" and years in public accounting — especially tax planning, tax preparation, and advisory — plus a strong personal and professional network, starting my own firm felt like the right next step. I bring a practical, common-sense approach to every client relationship: identifying inefficiencies, improving cash flow, and capturing opportunities that would otherwise be missed.
Who I Serve
Busy professionals and families who want their tax life handled with minimal hassle
Small business owners who need more than a once-per-year tax return
Real estate investors and rental property owners
Retirees and pre-retirees coordinating taxes, income, and investments
If you value responsiveness, clear explanations, and a modern, digital process, we'll get along great.
What Sets Me Apart
Home Town, Virtual Convenience
My family is originally from Southern Indiana, but we moved here when my dad joined the FSU faculty, and Tallahassee is where I have called home ever since. After college, serving in the Navy, and a short career in manufacturing, I returned home to serve as a coach and educator — with a renewed appreciation for this community.
Today, as a coach and teacher at heart, I serve clients locally and across the country through a fully secure, digital experience — providing modern, virtual tax and advisory services with the same personal connection you'd expect from a local advisor.
Complete the contact form and I'll be in touch shortly — or book an intro call directly.
