About

A practical approach to tax services, built on real-world experience.

Trailhead Tax & Financial was founded to provide clear, practical tax guidance backed by real-world experience. After 16 years as a Revenue Officer with the Internal Revenue Service, including work as a GS-13 specialist in Abusive Tax Avoidance Transactions, I saw firsthand how tax problems develop—and how they get resolved.

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That experience now drives the way this firm operates: focused, straightforward, and tailored to each client’s situation. Whether it’s tax preparation, resolving IRS issues, or getting caught up on back taxes, the goal is to provide solutions that are realistic, effective, and easy to understand.

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This site is designed to give you a clear overview of services, explain the process, and make it easy to take the next step—whether that’s scheduling a consultation or reaching out with questions.