An Integrated Approach
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.