I am a solo practitioner CPA who works from a home-based office, bringing nearly two decades of professional experience to my clients. I became a Certified Public Accountant in 2007 while working as a Financial Statement Auditor at a Big Four accounting firm, where I developed a strong foundation in financial reporting and compliance. In 2008, I transitioned into tax and advisory services, focusing on serving businesses and business owners as well as individual clients.
I offer a wide array of tax and accounting services, with an emphasis on building long-term relationships, clear communication, and being highly responsive to issues as they arise.
Hi, I’m Jerry Alex.
My Approach
Flexible, Client-Focused
Every client’s needs are different, and my services are designed to be flexible and personalized. As a solo practitioner, I adapt my approach to each client’s situation, communication preferences, and level of involvement. I offer the ability to meet clients where they are, whether in person or virtually, and provide efficient, responsive support while keeping the process as smooth and manageable as possible.
Empowering Your Business
Beyond compliance and reporting, my focus is on helping clients understand their financial position and use that knowledge to make informed decisions. By providing clear explanations, thoughtful tax planning, and practical financial insight, I aim to empower business owners to operate with confidence and clarity. I work alongside my clients as a trusted advisor, helping them anticipate challenges, identify opportunities, and build a stronger financial foundation to support sustainable growth.