I work with high net worth individuals and owners of closely held businesses in industries including manufacturing and distribution, wholesale, retail, import/export, real estate and construction, and professional services. Although I work with businesses of all sizes from startups to market leaders, the majority of my client’s businesses range from $10-$50 million in annual revenue.
I have more than 30 years of public accounting experience providing clients proactive income tax, corporate tax, audit and financial reporting advisory services. I help clients make better informed business decisions by providing thoughtful perspectives on complex business and financial challenges. Whether it’s explaining how new tax regulations will affect their business, recommending the best entity structure for a new business or answering questions about qualifying expenses for PPP loan forgiveness, I respond quickly, to help clients take advantage opportunities.
I combine my skills as a CPA to help high net worth clients achieve their financial goals and transfer wealth across generations. I help make their lives easier by coordinating tax, financial, investment and estate planning, as well as providing trust and estate accounting. I enjoy helping clients think through how decisions may impact them today and in the future.
Although I am always prompt in responding to client requests, I am never hasty with my answers. I am outcome focused. Providing innovative solutions that deliver results is one of my specialties.
My spouse and I are wine connoisseurs, and we enjoy sharing our favorites with our friends. Although not quite as enjoyable, I am an active member of American Institute of Certified Public Accountants (AICPA) and The New York State Society of Certified Public Accountants (NYSSCPA).
Conscientious, kind, thoughtful and detail oriented.