Who I am

My passion to help people is the reason I became a Certified Public Accountant. My past experiences include the following:

  • A Chief Financial Officer which allows me to see what potential investors look for in a company, determine cash flows, and
  • A banker for a bank allows me to think like a potential lender as to what they are looking for.
  • A financial advisor to various families and businesses.
  • A Certified Public Accountant for various closely held businesses. This includes time at a Big Four accounting firm.
  • A tax return preparer and reviewer.
  • A representative of the taxpayer before the IRS and other government agencies.
  • Treasurer of two homeowner associations and a board member of three homeowner associations.
  • Treasurer of the board for four not for profit organizations.

See WHY HIRE for additional information about our philosophy.

CPA Website Design
 
 

The IRS requires me to mention that this written advice is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.