Who I work with
I work with domestic and multinational clients in a range of industries, including software, gaming, clean tech, fintech, healthcare IT and manufacturing. From pre-revenue startups to growing companies preparing for liquidity events, I help business owners and C-level executives achieve their business objectives.
My specialty
I provide innovative tax strategies that increase profitability and support rapid growth across the business lifecycle. My expertise includes tax structuring, financial and tax due diligence and analysis of business combination transactional accounting. I have extensive experience with:
- Federal and state R&D tax credits
- Inbound and outbound global tax matters
- Transfer pricing
- Joint ventures
- Stock options
- Blockchain and crypto tax, accounting and audit
Results I have delivered
I successfully manage a growing team of 350+ tax and accounting advisors in the completion of thousands of returns annually. We deliver the technical expertise and breadth of service our clients expect with a high-touch, attentive client experience.
Unique things about me
I worked my way through college, starting out with odd jobs my freshman year. By my sophomore year, I started my career in the accounting profession and worked at a small CPA firm through graduation.
On the lighter side, I am a huge Star Trek fan. The original series, Next Generation and recent movies are all great in my eyes. I just love the depth of the story.
When I am not at work
I love spending time with my family, and I am an active member of the Jewish community. I love the beach and, when given the chance, I love to set sail.
Affiliations
I earned my Bachelor of Business Administration degree in Accounting from the School of Accountancy at Georgia State University in Atlanta.
I have been ranked in the “Top 10 Accounting Professionals in Georgia” by The Academy of Public Accounting Professionals and my professional affiliations include:
- Southern Capital Forum – Treasurer
- Atlanta Chamber of Commerce – Board of advisors and Technology Marketing Council
- American-Israel Business Connector (Conexx) – Board member and former executive committee member
- Alef Fund, Inc. – Past president and board member