Welcome and thank you for taking the time to visit my site. As a Certified Public Accountant and Certified Financial Planner for over 35 years, my practice has assisted small businesses as well as individuals reach their tax preparation and financial planning needs. My 14 years experience as a Controller and CFO make me the ideal candidate to provide services for small to medium sized companies.
Feel free to browse my site to learn more about the services I provide. I'm looking forward to assisting you with all your financial needs.
Feel free to browse my site to learn more about the services I provide. I'm looking forward to assisting you with all your financial needs.
Services
My clients have come to appreciate a CPA that works on individualized accounting issues that meet their accounting requirements within specified time deadlines. Several clients who are not large enough to afford a full-time CFO have hired me to perform this function on an as-needed basis. In this way, they spend less money than if they hired a CFO full-time, yet receive the same high level of quality service that a CFO provides.
I provide individualized tax preparation and planning services to over 300 clients covering individual, partnership, corporate (C and S), fiduciary, deferred compensation and non-profit tax returns. I always strive to customize the work to meet each client's individual needs and pride myself on being extremely accessible and responsive to their issues that arise.
College Financial Planning : This includes determining the amount of funding required to meet college tuition needs in the future and finding the best funding method, such as 529 Plans. Investment Planning : As a fee only planner, I will review your current portfolio, including retirement and non-retirement assets and recommend high quality no load mutual funds that are well diversified and high performing.
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