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Welcome, It's
  My Mission  
 

To address all of your tax and accounting needs in an atmosphere where you know that you are my priority as we work together to ensure your goals are met efficiently, effectively and to your total satisfaction.

 
   
  Biography  
 

I am a Certified Public Accountant licensed to practice in the state of Florida.

I earned my Bachelor of Science degree in Accounting from New York University in 1986 and my Master of Accounting (with a concentration in Tax) from Florida Atlantic University in 1991.

Prior to owning my own firm, I worked with a large public accounting firm (BDO Seidman), a medium sized telecommunications and cable company in Plantation, FL, McDonald's Corporation and its franchisees (consisting of all small business owners) and a family-owned real estate partnership in Boca Raton, FL.

Over the years, I handled bookkeeping, accounting and tax needs for various companies, making me uniquely qualified to serve the diverse needs of my clients.

 
   
Client Base
 
Individuals
  My individual income tax clients range from young, employed people to retirees. Services include preparation of standard income tax returns to more complex areas noted below.  
 

Self-Employment Taxes

Rental Real Estate Income

Retirement Benefits

Minors' Tax Returns

Passive Partnership Income

Education & Other Tax Credits

Beneficiary Income

 
Businesses
  My business client base represents a variety of industries including, but not limited to the list below.  
 

Alarm / Security Companies

Attorneys

Automotive Repair & Auto Body Shops

Condominium Associations

Electricians

Hair Salons

Interior Designers

Painter / Pressure Washers

Real Estate Companies

Restaurants (fast-food & full-service)

Tree-Trimmers / Landscapers

 

 

 
Free Consultation
Please contact me for a free consultation to assess your tax and accounting needs.

This consultation includes a review of your most recent year's tax returns.

We can meet where it is most convenient for you - your home, your office, or my office.

contact

Services
"Catch-Up" work for prior years
Business tax return preparation
Self-employed tax preparation
Individual tax preparation
Answer Federal & State Tax Notices

Tax Tips
Individual, business, and financial
Capital Gains and Losses
Filling an extension
Selling your home
Marriage or divorce
Your appeal rights
Deductible home offices