About
I am known in my community as the tax CPA who's #1 priority is getting the lowest tax bill or highest refund, past present or future, for my clients.
When clients are mildly shocked at how much money I saved them compared to their previous accountant.
Reviews
Debbie N.
Frequently asked questions
What is your typical process for working with a new customer?
Free one hour meeting. Discuss their tax situation & review their most recently filed tax returns, focusing on difficulties, frustrations & pain points, then demonstrate how I intend to resolve them.
What education and/or training do you have that relates to your work?
Certified Public Accountant
BBA in Accounting, University of Notre Dame
30 years experience in accounting, across a wide array of industries, ranging from sole proprietorships to Fortune 500's. Held position up to Controller level. Advanced Certified Quickbooks. Payroll. I've done it all (well most of it anyway. Listing it all would bore you to death).
15 years as self-employed Tax CPA, focusing on small businesses. Outsourced CFO services.