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My Experience

For over thirty 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.