Plans and directs auditing tasks to assure thorough examination for accuracy and compliance.
Tax specialist with emphasis in estate, trust, gift, and high net worth individuals.
Plans, executes and monitors the various duties for the bookkeeping department.
One of the firm’s founders who is known for his meticulous nature and passion for knowledge.
Specializing in taxes services forth lawyers, physicians, engineers, and other professional services.
Provides first class bookkeeping, on-site month end closings, software implementation, and personnel training services.
Accomplished tax professional who enjoys working closely with small businesses and their owners.
Manages high net worth individual clients and small business clients for both financial and/or retirement.