The primary focus of my practice is tax planning and advisory for technology, software and international businesses from startups to $100+ million in annualized revenue. I also have considerable experience serving manufacturing and professional services businesses and their owners. One of my specialties is serving high net worth individuals and families through tax and financial planning.
If you need a proactive New York CPA that delivers technical excellence with a high degree of customer service, we should talk. My specialties include tax planning for high net worth individuals, families and their businesses, tax structuring for M&A transactions and cross-border tax planning and compliance. I work closely with clients to provide answers to complex taxation questions and help them gain an understanding of the potential outcomes of business and personal financial decisions.
I combine my skills as a CPA to develop individualized plans that maximize wealth transfer and preservation across generations. These services include succession planning, estate tax minimization strategies and retirement planning. Ask me about Aprio Private Client and Family Office Services.
I have over 25 years of accounting experience serving both public and privately held companies and I have successfully represented both individual and commercial clients facing federal, state and local tax audits.
I enjoy travel, good meals and spending quality time with my wife, 2 daughters and our dogs. I am an active member of American Institute of Certified Public Accountants (AICPA) and The New York State Society of Certified Public Accountants (NYSSCPA).
Outcome focused, trustworthy, conscientious and motivated by client success.