About
I am a CPA with over 30 years of experience. I provide tax and accounting services for businesses and individuals. I am located in the Philadelphia, PA area, however, I work with clients in many states accross the United States.
My rates are very competitive and affordable.
I enjoy working with a wide variety of people and businesses. I enjoy helping people maximize thier earnings by minimizing their tax liablities.
Highlights
Reviews
Trish D.
Jack M.
Jack M.
Karl H.
Dorothea S.
Kellie
Frequently asked questions
What is your typical process for working with a new customer?
I like to start an engagement with a brief in person or phone conversation to learn exactly what the client needs. During this consultation I will let the client know what services I can provide as well as a price estimate.
I send a tax organizer, once all documents are ready to go, you can set an appointment, upload to a secure portal, or mail.
What education and/or training do you have that relates to your work?
I am a Certified Public Accountant and have been providing tax services to individuals and businesses for over 25 years. I take more than the required continuing professional education especially tax related courses.
Do you have a standard pricing system for your services? If so, please share the details here.
Each client is different, pricing is based on the needs of the client, the forms required and complexity.
How did you get started in this business?
I started working in Public Accounting right after college. I enjoy working with a variety of clients, both individauls and businesses.
What types of customers have you worked with?
My clients vary from those just starting a career to high net worth. Individuals with small businesses, rental properties and partnership interests. I work with a variety of businesses such as printers, contractors, doctors, real estate professionals, auto detailers.
I work with local clients as well as all over the country.
Describe a recent event you are fond of.
Helping a client determine the amount of a Roth Conversion to minimize the current year tax bill.
What advice would you give a customer looking to hire a pro in your area of expertise?
Ask questions.
Feel comfortable/trust the individual.
The tax professional should be available year round; not just during tax time.
What questions should customers think through before talking to pros about their needs?
What services do I require in addition to tax preparation such as bookkeeping or tax planning.
What did I not like about my previous professional.