About
I am a CPA with a Master’s in Business Administration and over 35 years of experience.
My experience includes tax preparation for Individuals, Businesses, Corporations, Partnerships, Private Foundations and non-profits. No return is too complicated.
I provide accounting/bookkeeping, Payroll, Audit/compilations/reviews, business valuations, financial planning and other accounting and financial services.
I am prompt, reliable and accurate. My fees are very reasonable. I bill by the project, not by the hour so you will know my fees up-front.
For my clients convenience, I am comfortable working remotely.
Please call me anytime for a free initial consultation.
I appreciate the opportunity to earn your business.
Highlights
Specialties
Special tax situations
Employment status
Filing status
Reviews
Alex K.
Joshua S.
Frequently asked questions
What is your typical process for working with a new customer?
Typically, I will speak with New Client on the phone to determine what services they are looking for. Then we schedule to meet face-to-face, if necessary, for a more in-depth discussion of their needs. Once we have had an opportunity to speak, I often provide an email listing the information necessary to begin their project.
What education and/or training do you have that relates to your work?
I have an active Pennsylvania CPA license which requires 80 hours of Continuing professional education on a bi-annual basis including specific requirements related to tax preparation, Accounting and audit.