I have been working with individuals and businesses for over 30 years as a tax professional enrolled to practice before the Internal Revenue Service and 30 years as a registered representative and financial consultant.
I am dedicated to developing lasting relationships with all our clients. I believe in helping you assess your financial goals and participate in the management of your finances as well as assisting in all tax filing and compliance matters with taxing authorities.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.
I am looking forward to using my experience to help you pursue your financial goals or resolve issues pertaining to tax planning and filing.