Tax Preparation Built for Teachers
Better service and honest pricing than the big box tax offices — from a former Orange County educator who knows your paycheck, your pension, and your deductions.
By the Numbers
Why It Matters
I spent five years as a classroom teacher in Orange County before transitioning into tax and financial services. I know what a teacher's paycheck looks like, what CalSTRS means for your retirement, and why generic tax advice often misses the mark for educators.
"Most tax preparers don't know what a teacher's paycheck looks like, what CalSTRS means, or how the school year shapes your financial life. I do — because I lived it."
What I Do
From tax season to retirement planning, I provide the services teachers and families need most — in one place, from someone who has been in your shoes.
Comprehensive income tax prep for teachers, school employees, and families — including educator deductions, pension income, and California-specific guidance. Available virtually or in person.
Guidance on supplemental retirement savings and CalSTRS planning — including how to cut through the high-fee options your district may push and build a strategy that actually works for you.
Protection planning for teachers and families — making sure your income, home, and loved ones are covered at every stage of your career and into retirement.
Revocable living trusts, wills, powers of attorney, and healthcare directives — so your family is protected and your wishes are clearly documented.
Why Teachers Choose Me
About Bryan
I taught in Orange County from 1999 to 2004 before transitioning into tax and financial services. For more than 20 years I've helped teachers, school employees, and their families build financial security — with advice that's honest, clear, and built around how educators actually live and retire.
Get Started
I'd love to work with you — but I want to make sure we're the right match before we dive in. The best first step is a short New Client Questionnaire. It takes about 5–10 minutes and helps me understand your situation so I can give you real, personalized guidance from day one.
How It Works
Have a quick question first? Send me an email or call (714) 442-2650.
Whether it's tax season or you have a question about your CalSTRS benefit, your 403(b), or your financial future — let's talk.