Who I work with
I work with middle-market business owners and high-net-worth individuals. My main focus is working with restaurant, hospitality and retail owners in the Washington D.C. Metropolitan area, but with a national focus.
I specialize in tax compliance, planning and structuring. I assist clients with strategic business planning, which includes enhancing company profits and positioning the company for a future sale. My expertise also includes the Employee Retention Credit (ERC), where I’ve been able to help clients achieve significant results. I take a proactive approach when working with clients to help yield them tax savings and business operational results.
Results I have delivered
As a specialist in the ERC, I have been able to yield clients refunds that range from $10,000 to $5 million. I have also helped clients save hundreds of thousands of dollars in tax liabilities through proactive and effective tax planning.
Unique things about me
I am currently working on a goal to visit the highest point in all 50 states. I am also a die-hard Baltimore Orioles fan.
When I am not at work
I enjoy spending time with my wife, Francie, and our two kids, Lyla and Ari. I enjoy going to country, hip-hop and R&B concerts. In my spare time, I find driving and hiking through the mountains to be relaxing and therapeutic.
People say I am
I am a fierce advocate for my clients and am loyal to my firm and team.
A passionate, genuine and positive hard worker.
I graduated cum laude from Salisbury University with a Bachelor of Science degree in Accounting. I am a member of the Restaurant Association of Metropolitan Washington, the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).