Offers online services
Offers online services


I provide the utmost honesty, accuracy, integrity, and completeness in all of my work. In other words, "I wear my heart on my sleeve".

I enjoy meeting new people all of the time, and I enjoy the satisfaction of my customers indicating approval of my work.


1 employee
7 years in business
Serves Palm Beach , FL
Offers online services

Payment methods

Credit Card, Cash, Check, Zelle

Social media



Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software


Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

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Frequently asked questions

I start with a phone call to understand the situation, interests, and needs of a potential new or existing customer. If a mutual understanding is established, then I follow-up with an email to outline the next steps. I maintain communication throughout to ensure Clients know their needs are being addressed.

(1998) University degree in Accounting, GPA 3.67

(1999) Licensed Certified Public Accountant

6.5 years work experience with a top-tier Public Accounting firm (Deloitte)

14.5 years work experience across multiple industries in both public and private companies

3.5 years and counting as an independent

Continued Professional Education courses in topics such as: Accounting, Auditing, Tax, Ethics, General Business, Current Events & Pronouncements, etc.

Self-taught (as well) in many areas, i.e. "If I do not know it yet, then I will research and learn it".

Pricing is moderate and is applied based on the scope of services.

I started my business preparing federal & state tax returns on personal time. Over the course of a decade, sufficient growth enabled me to provide services on a full-time basis as an independent public accountant.

I have worked with a wide array of customers and industries. (As a result, my skill set is very well-rounded.)

A recent event that I am fond of was my progression towards professional independence and a completely remote "in the cloud" operation.

"Does my heart tell me that this person is right for me"?

Services offered

Business Tax Preparation
Individual Tax Preparation