My Experience

For thirty-six years I have been providing personalized tax, accounting and financial services to both individual and business clients. My client base includes individuals who are students, employees, self-employed and retirees.

A partial list of individual tax clients I work closely with include those who are employed as:

• Attorneys
• IT Professionals
• Commercial and residential building contractors
• Physicians
• Engineers
• Insurance agents
• Law enforcement personnel
• Military personnel
• Real estate agents
• Financial planners
• Sales and marketing representatives
• Navy contractors

On the business side, many of my self-employed clients own businesses in the fields listed above. I prepare business tax returns for all entity classifications including sole proprietorships, partnerships, limited liability companies, S-corporations and C-corporations. Many of these business clients operate in numerous states which require allocations of taxable income between these states.