Professional Staff

28 years experience in all aspects of tax and business strategic planning, managing process and the day-to-day operations of a close-knit team of professionals.

Over 20 years of public tax and accounting experience in a wide range of industries. Experienced in all aspects of client services, including tax reporting, tax and business consulting, multi-state taxation, investment, retirement, estate planning, auditing and accounting. Certified financial planner

Firm Administrator and Paraprofessional