I am here to help people navigate their individual tax landscape through education and tax planning so as to pay the least amount of taxes. Most CPAs are like a train on train tracks where there is not a lot of flexibility. I feel I am a car on a highway bordered by two lines. I can suggest tax strategies without crossing a line.
I acquired my CPA designation in 1983. I spent my first 20 years in industry, 11 of those years in the investment management industry. I took over my dad;s CPA practice in 2001 and have been in public practice since then. It has been rewarding to have to had a part in changing people's lives through the work that I do through tax planning. This planning has saved my clients thousands of dollars in taxes and has affected every other facet of their lives.