I began my firm over  twenty years ago as a desire to provide my clients with a more proactive approach to dealing with financial situations. Today, more than ever, you need a professional CPA who goes beyond the basics of just "putting numbers in the box."

This might include areas of personal or corporate taxes, loan refinancing, student loan applications, budgeting, cash flow projections, cost management, and elder care issues. Together, as a team, we can navigate through the ever changing tax and accounting regulations. As you work with me and my staff,  you will experience first-hand, how  we blend these key principals into our services:

 The Art of Problem Solving

Mastering the art of problem solving takes more than proficiency with basic calculations:  it requires (among other things) understanding how people use information, recognizing the importance of ideology, learning the art of storying telling, and acknowledging the important distinction between facts and values.  It is a matter of "making numbers make sense !"

This is where my firm is different. My staff and I have the technical skills to perform the calculations and the ability to make your financial information make sense.

Progressive

I make it a priority to keep my technology services on the cutting edge, while simultaneously protecting your information.  As a paperless firm, I exceed industry standards and go the extra mile to make correspondence accessible and reliable. The software and tax research programs are continually updated and the staff and I continually maintain professional education to remain up-to-date on current accounting and tax practices. 

Comprehensive

The tax and accounting service which you receive from my firm are comprehensive - which means we don't do slam dunk tax returns or quick fixes.  With every client, we implement our extensive review process to assess a complete picture of their financial history.  Additional research complements this process which often reveals a savings for some of our clients and always lends them peace of mind knowing they have a trustworthy financial ally working beside them.

Trustworthy

I feel it is my responsibility to provide you with insightful, yet realistic advice to enable you to make the most informed financial decisions you can. I take that job very seriously. Earning and retaining the trust and respect of our clients through integrity is one of my highest priorities.

Dedicated

My staff and I are dedicated to meeting the highest standard of excellence possible and hold ourselves accountable to fulfilling this aspiration.  My firm will schedule evening or weekend appointments, mail your tax return or estimates in a pinch, make coffee and or house-calls, and delivering a tax return if it means getting the job done.  We all pitch in and do whatever it takes, while still keeping costs to a minimum.