About
Friendly and highly competent tax preparation--necessarily inquisitive but confidential. I am a long-time CPA (over 30 years) and hold a Harvard MBA--good for business advice as well as tax positioning. After retiring from full-time work, I did tax returns at H&R Block for nine years, and now I have cut back my work level and work from my home office.
I enjoy meeting and helping a variety of clients.
Photos and videos
Reviews
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JJB
Joseph J B.
Paul was very Thorough. Friendly, Very good, Reasonably Priced. Would Highly Recommend!
May 15, 2020
•Hired on Thervo
NW
Nathan W.
He was very thorough, detail oriented, knew his stuff, patient and overall confident in knowing he had done everything he could on my behalf to lessen my tax liability
May 02, 2020
Frequently asked questions
What is your typical process for working with a new customer?
Meeting with the client to understand their situation, particularly what may be new to them this year.
What education and/or training do you have that relates to your work?
Not only public accounting and auditing, but many years of doing tax returns for individuals, trusts, estates, etc. both with H&R Block and privately.