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PERSONAL TAX EXPERTISE. YEAR-ROUND.
Personal attention for your financial life.
Thoughtful tax preparation and year-round planning for individuals, families, and business owners. Wherever life takes you.
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HOW I CAN HELP
Personal tax support for individuals, families, and the self-employed. Specialized guidance when stock benefits or digital assets add another layer.
THE FOUNDATION
Personal attention to the returns and decisions that come with everyday life and running a business.
INDIVIDUALS & FAMILIES
Tax preparation for individuals and families, with a thoughtful review of your income, records, and changes during the year.
SMALL BUSINESS & SELF-EMPLOYMENT
Preparation and planning for self-employed individuals and sole proprietors. Tell me about your business so we can agree on the right scope of support.
A CLOSER LOOK
Focused guidance when employer stock or digital assets add another layer to your tax picture.
EQUITY COMPENSATION
RSURestricted Stock Units
ESPPEmployee Stock Purchase Plan
ESOPEmployee Stock Ownership Plan
OPTIONSStock OptionsUnderstand how the stock benefits you receive through work fit into your tax return and your plans, from restricted stock units to employee stock purchase plans.
Discuss your stock benefitsDIGITAL ASSETS
Make sense of the tax reporting behind Bitcoin and other digital assets, with preparation and planning that account for your cryptocurrency activity.
Discuss your digital assetsHERE FOR YOU, ALL YEAR
Whether your needs are straightforward or more involved, we can discuss income changes, estimated payments, and upcoming decisions before filing season.
Start a planning conversationTHE PERSON BEHIND MYRMID TAX
Personal attention.
A nationwide reach.
I have called Ventura County home for decades while building my primary career in the biopharmaceutical industry. As an operations business process owner, I have worked across supply chain and quality roles. That experience has taught me to organize complex information carefully, look for practical solutions and focus on the next steps that matter.
I first earned the IRS Enrolled Agent credential in 2005. I have accumulated over four years of EA experience through two periods of practice, from 2005 through 2008 and again from 2025 to the present. I became a CFP® professional in 2026. My path into tax began with learning how to make more informed decisions about wage withholding, equity compensation and small-business activity.
Over time, referrals and questions from friends, family and colleagues broadened that work into a tax practice. Today, I help individuals and families who earn wages, professionals with more complex compensation packages, and self-employed small-business owners bring more order to their tax decisions. I hold a MS in Taxation from Golden Gate University, along with MS in Personal Financial Planning and Financial Analysis from the College for Financial Planning.
Outside of work, I enjoy learning through travel and new experiences. I have traveled to more than 60 countries, including Antarctica, and value the perspective that comes from encountering different cultures, planning the details of a trip, and continuing to learn about the world.
Let’s start a conversation
An Enrolled Agent is a tax professional authorized to represent taxpayers before the IRS. EAs have unlimited representation rights, meaning they can represent any taxpayer on any tax matter before any IRS office.
EA status is the highest credential awarded by the IRS. Enrolled Agents must meet ethical standards and complete ongoing continuing education.
About the EA credential
A CERTIFIED FINANCIAL PLANNER® professional helps clients consider connected financial-planning areas such as cash flow, retirement, investments, insurance, estate considerations, and taxes. CFP® professionals meet CFP Board’s education, examination, experience, and ethics requirements.
At Myrmid Tax, I apply that perspective to tax preparation and year-round planning, connecting income, equity compensation, digital assets, and retirement contributions with your broader goals before decisions appear on a return.
About CFP® certificationTHE MYRMID TAX BLOG
Individual & family taxes
A practical guide to organizing records, understanding the tax-preparation process, reviewing your return, and signing before e-file transmission.
Read the guideSmall business & self-employment
Organize business income, deductions, travel, vehicle information, assets, and entity details before a tax conversation.
Read the guideYear-round planning
Why a conversation before major life or financial changes can be as valuable as tax preparation during filing season.
Read the guideEquity compensation
Understand common equity-compensation arrangements, organize the records that matter, and prepare for potential tax surprises.
Read the guideCryptocurrency & digital assets
Understand common digital-asset transactions, gather records, review Form 1099-DA, and prepare for wallet-by-wallet basis tracking.
Read the guide
BEFORE WE CONNECT
Here are a few things you might be wondering before reaching out.
Yes. Myrmid Tax offers virtual services across the United States. Tell me where you live and work so we can discuss the returns and support your situation requires.
Tax preparation organizes and reports a tax year’s information on your return. Tax planning looks ahead at decisions and changes during the year, so we can discuss their potential tax implications before you file.
Start with your prior-year return, W-2s, 1099s, and records supporting deductions or credits. If you’re self-employed, gather income and expense records and estimated payments. Stock-plan statements and digital-asset transaction histories may also be relevant. We’ll identify what else your situation needs.
These are areas of focus at Myrmid Tax. Share the types of stock benefits or digital-asset activity involved when you request a consultation. We’ll discuss the records, complexity, and services appropriate for your needs.
No. The consultation form is for a brief introduction. Please leave out Social Security numbers, account numbers, and tax documents. We’ll arrange an appropriate way to exchange records after discussing your needs.
I’ll follow up using your preferred email or phone contact to learn more. We’ll discuss the scope of work, fees, timing, and next steps before you decide whether to move forward.
LET’S CONNECT
Start with a few details. I’ll follow up by your preferred contact method to learn more and discuss next steps.
Virtual tax services for clients across the United States.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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