I am committed to providing professional, innovative, and proactive tax services and solutions. I enjoy helping clients obtain the maximum benefit from their income taxes and achieve their financial goals. I have 35+ years of senior management experience in tax, finance, accounting, and auditing. I have passed the CPA exam.
Areas of Tax Expertise
- Tax planning and preparation
- Individual, partnership, LLC, corporate, and estate tax preparation
- Small business tax preparation
- Investments – tax treatment for purchases and sales of stocks, mutual funds, bonds, and cryptocurrencies Real estate transactions
- Retirement accounts Multi-state income Charitable giving
- I am available year-round for tax questions, advice and support.