About
Highly detailed personalized service. Extensive experience in individual and small business tax matters. Known expertise in resolution of tax agency notices as well as preparing multiple years of delinquent tax returns. Significant experience in IRS Collection matters, IRS Penalty Abatement requests and all other IRS matters involving non-compliance. Experience with City of Philadelphia Tax Matters--previoulsy sat on Revenue Commissioners Tax Advisory Group for over 10 years during prior City administrations.
I enjoy the people interaction. I also see people getting positive results out of situations where either other tax practitioner or the clients let situations get out of control.
Highlights
Specialties
Special tax situations
Employment status
Filing status
Reviews
Esther B.
Marie P.
Matt S.
Andrew E.
Tori G.
Franklin C.
Frequently asked questions
What is your typical process for working with a new customer?
Free initial consultation followed by a standardized intake process. All documents can be provided electronically or in paper form.
What education and/or training do you have that relates to your work?
BS in Accounting from Syracuse University
CPA License
Advanced Credentials issued by the American Institute of CPA's
80+ Hours of Continuing Professional Education during every two year reporting period
Extensive Non-Profit Board experience
Practicing full time in a CPA firm since May of 1983
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing based on time estaimated to complete the work and the years of experience of the person rendering the services.