About
For over 25+ years, I have been servicing both individual and business clients with comprehensive accounting, timely tax planning, IRS Representations. The services are tailored to clients’ specific needs and requirement with focus on the details and to our client. These efforts save clients time, money and hassle.
*All new clients are pre-qualified to make sure they are great fit*
Assisting families and businesses with their accounting and taxes obligations. New clients are always amazed on the level of service and expertise they get from me. (*Google reviews*)
Working with business owners; from business concept phase, through business formation, hiring, payroll processing, profitability, financial, taxation, marketing, industry and trend analysis to aid in sound business decisions making.
Offering full services accounting and tax resources and tools to my business clients are one of the few perks so they can concentrate, run a successful and profitable business.
Assisting individuals and business resolve their IRS tax issues – The sense of relief on my clients’ faces translate to all the rewards I can ever ask for.
Not all tax and accounting services are the same... Call us for your FREE booklet.
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Frequently asked questions
What is your typical process for working with a new customer?
*All new clients are pre-qualified (via phone interview) to make sure they are great fit*
* Secure file and document sharing - new clients are granted access to the Firm "secure file vault" after a signed proposal and engagement letter.
* Review prior returns, financial statements, business documentation and any other necessary documents to fully understand clients' needs and requirement.
* Preparation and review all our work products are coordinated with the client either "in person" or through our client file sharing vault" and web-conference platform for mutual understanding prior to final engagement sign-offs.
Available to all clients is all year round. I offer flexible working hours to fit clients' needs and schedules.
What education and/or training do you have that relates to your work?
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Federally Authorized Tax Practitioner before the IRS - Enrolled Agent (EA) - All 50 States
Active Member of National Association of Enrolled Agents (NAEA)
Active Member of American Institute of Certified Public Accountants (AICPA)
Active Member of State Society of CPAs
Active Board Member for CT Association of Enrolled Agents
Active Member of American Society of Tax Problem Solvers
Active Certified QuickBooks Pro-Advisor
Active Certified Xero and FreshBooks Accounting Consultant
Do you have a standard pricing system for your services? If so, please share the details here.
We approach each new clients' engagement by with a friendly conversation to review their specific needs and recommend the appropriate approach and solution. The pricing structure is tailored to the clients' specific needs.
How did you get started in this business?
Over 25 years, I have been providing expert tax, accounting and business advice for families and small businesses. I am a certified public accountant (CPA), Enrolled Agent (EA) and Chartered Management Accountant (CGMA). I am an active member of AICPA, NAEA and CGMA. I am federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers in all 50 states before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. Are You Looking for a CPA and an EA Firm You Can Trust? Look no further. I help small to large businesses with big aspirations to run a profitable business. I offer a full array of Accounting, Taxation, and Consulting Services you can TRUST. I know and understand how to manage and grow a business. Whether you in need accounting, auditing, review, compilation, tax planning, IRS representation and resolution, tax return preparation, In-House CFO Services, Personal Financial Planning, Estate and Trust, and Small Business Consulting, I am just a click or call away. I provide all my clients with the full resources and tools they have come to expect only from a large accounting office.
I assist my clients, so they keep more of their hard-earned money legally, without having to worry about an IRS audit.
What types of customers have you worked with?
Part-Time CFO Services - Small to Mid-Size business
Tax Planning for Businesses and individuals
Full services Accounting and Payroll Services
Sales and Use Tax Consulting services
Auditing - Small to mid size companies
Review and Compilation
Business and Individual budgeting and forecasting
Dual Status Aliens - Filing Tax requirements
IRS Representations - Individual and Businesses
Individuals and Estates Planning
LLC, Partnerships, C-Corp & S-Corp Taxation
Small to Midsize Accounting & Business Consulting
Start-Up Business Consulting Services
Non-Profits (501c) and Exempt Organizations (990 informational Filings)
Describe a recent event you are fond of.
Helped several clients save money on Federal and State Taxe.
Assisted foreign nationals with their tax filing requirements and on numerous occasions. In some cases resolving their mis-filed return by other Practioners.
Assisted with several new start with business registrations, accounting system selections and IRS filings requirements.
Advised and Assisted with Non-Profit filing requirements and obligations.
Audits and Review for Small - Midsize Companies, with business recommendations to run profitable ventures.
What advice would you give a customer looking to hire a pro in your area of expertise?
For over 25+ years, I have been servicing both individual and business clients with comprehensive accounting, timely tax planning, IRS Representations. The services are tailored to clients’ specific needs and requirement with focus on the details and to our client. These efforts save clients time, money and hassle.
*All new clients are pre-qualified (via phone interview) to make sure they are great fit*
What questions should customers think through before talking to pros about their needs?
A customer should always consider these prior to hiring any Professional:
Subject matter expertise
Professionalism
Collaboration
Customer Relationship
Mutual Trustworthiness
Dedicated Firm Support
Attention to Clients' Needs
Detail and Goal Oriented Firm
Professional Credentials & Resources
Relevant Industry & Business Knowledge