Many factors affect your financial health. When we work together,
I'll ask you about all of them. I make no assumptions. Instead,
no matter whether the job is large or small, I ask lots of
questions, making sure that I understand your goals, your
situation, and how all the pieces fit together. If you like,
I can act as your financial coordinator, working with your
attorney, financial planner, and other key advisors to make
sure your financial life is smooth and seamless.
Money and taxes can be intimidating. You want answers, not
obstacles. When you work with me, there's no gatekeeper, no
hierarchy to work your way through, and no 9 to 5 mentality.
I'll answer as many questions as you have, and I'll communicate
with you as often as you require, so that you can sleep well
at night.
As a veteran of one of the Big Four accounting firms, with
some of the world's wealthiest among my clientele, I have
valuable firsthand experience with the most complex accounting
issues. A Masters Degree in Taxation means that I have more
education than most CPAs. I've also helped business owners
for over a decade in a variety of capacities – from
basic accounting to business advisory services and strategic
planning.
Although I'm based in Annapolis, Maryland, my clients include
professionals, executives, corporations, and small businesses
in 12 states and the District of Columbia. As a member of
AICPA, MACPA, and the local Chamber of Commerce, I'm committed
to serving the members of my community with excellence and
integrity.
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