Appointments available by appointment, in person and virtually.
Tax Planning and Preparation for Federal and State Income Tax for Individuals, Partnerships, S and C Corporations, and Estates and Trusts.
Experienced with non-Delaware State Income Tax Returns.
Ability to interact with attorneys and investment professionals to coordinate tax implications with estate and financial planning for individuals.
Personal and Businesses Consulting Services relating to achieving personal, business and financial goals.
Graduate of Rider University, Lawrenceville, New Jersey
Bachelor of Science in Business Administration, Accounting Major.
Completion of a minimum of forty hours of Continuing Education in Tax, Accounting, and Business Planning and Consulting annually.
American Institute of Certified Public Accountants;
Delaware Society of Certified Public Accountants;
New Jersey Society of Certified Public Accountants.
Delaware Certified Public Accountant Permit to Practice # CA-0001772;
Delaware CPA Firm Permit
State of Maryland CPA Permit # 43251;
State of New Jersey INACTIVE CPA Registration # CC017093, (first issued 1988)