I spent 8 years working as an IRS Revenue Agent. In addition to normal audits, I spent 2 years in a special frauds group. Additionally, I was an on the job trainer and classroom instruction for new agent hires. I was also a fiduciary tax speclist for MD and DC.
I taught graduate and under graduate level courses at Loyola College and Towson University. I am an Enrolled Agent, Accredited Tax Advisor and Certified Tax Professional. Im hold a BS in Accounting and a Masters of Science Degree in Taxation.
In addition to may tax expertise, I hold a Series 6, 22 and 63 security license along with a MD Insurance license.
I am a very outgoing person and make my clients feel very comfortable from the outset. I have been in private practice since leaving IRS in 1982.
Helping the clients I work with. I enjoy the feedback I get from my clients. It makes me feel good that I was able to help send a client's child to college, enable clients to retire in comfort. Many of my clients have been on board with me for 25 years or more.
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