About Me

Over 45 years of experience as a practicing CPA- passed Uniform Certified Public Accountant (CPA) Examination in 1979.

 

Currently licensed to practice in three states:

  • Florida license # AC60894

  • Pennsylvania license # CA014433L

  • North Carolina license # 34262

               

Attend 40+ hours of Continuing Professional Education each year to maintain these licenses.

Accepting clients in all 50 states.

Method of Practice:

I am the sole professional within my firm.  When you hire me, you know you will work with me and me alone.  I encourage my clients to interact with me during the year- this is the only way I can keep up with you and your activities.  Within reason, I do not charge for routine email or phone conversations.  Finally, I do not maintain an office and work from home via secure email, FedEx, or US mail.  This keeps my costs down and allows me to charge you a significantly lesser fee than the big accounting firms. 

Client testimonials are available upon request. I believe in long-term relationships.  Many of my clients I’ve known for 40 years and many are second generation.  This longevity allows me to know my clients needs often better than they know them themselves.

 

 


Fee Schedule:

Income tax preparation is billed based on the complexity of the return. Simple individual income tax returns are billed between $200 and $400 per year. For business returns and complex individual returns, the fee will be agreed to in advance and is based on the complexity and the time involved.  For non-tax preparation work such as tax planning or business advisory services, my fees are billed to you at $175/hour.