As a certified public accountant, I view my relationship with clients as a social contract requiring integrity, professionalism and confidentiality. I am committed to creating and sustaining an environment where excellence and innovation are the standard.
My services include individual tax return preparation, small business tax preparation and bookkeeping/write-up. I assist entrepreneurs, closely held businesses and corporations to optimize profitability and growth, and not for profit organizations and foundations to carry out their mission. For high net worth individuals and families, I provide financial and wealth planning.