About
Expert advisor assisting individuals and businesses attain their financial goals. I have been providing tax and business consulting services for over 25 years. In addition to managing my own tax firm for over 13 years, I have been a CFO for a technology firm and its subsidiaries. I also spearheaded training and development for accountants in the mutual fund industry.
I am Accredited Tax Preparer with the Accreditation Council for Accountancy and Taxation and maintain my credentials annually. I am also a member of the National Association of Tax Professionals, the National Society of Accountants and the National Society of Leadership and Success. I have also resided on various nonprofit executive boards.
I enjoy solving challenges, discovering opportunities to benefit my clients and fostering strong client relationships.
Reviews
Rachel H.
Frequently asked questions
What is your typical process for working with a new customer?
We initially meet to discuss their unique needs and concerns, gather important details and outline next steps.
What education and/or training do you have that relates to your work?
Founder and CEO of tax and business services firm; CFO overseeing all aspects of Accounting, Human Resources and General Administration for a well established technology company and its subsidiaries; Managed training and development of accountants for well known companies in the mutual fund industry.