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.