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About Us

Practice Profile:

Servicing 450 plus clients with an emphasis on proactive tax planning. Client base consists primarily of six figure wage earners with significant investment income, real estate, and capital gain tax filings. Clientele is highly mobile requiring servicing of clients in approximately thirty five states. Tax filings encompass individual, corporate, partnership, trust and non-profit returns. Client mobility necessitates experience in multiple state and local return preparation.

  • Emerging practice developments: Stock option planning (ISO and nonqualified), estate tax planning and foreign taxes (US citizens working abroad).
  • Emerging territories: New York City, Boston and Southern California.

Experience:

Over twenty years of diversified public and corporate accounting experience. A sole practitioner the last thirteen years.

CPA license issued in State of New Jersey, CPE requirements currently maintained.

Activities:

President, Barrington Business Association, 1999 to present
Barrington Economic Development Committee, 1998 to present
Vice President, Barrington Business Association, 1998
Board of Directors, Burlington County Chamber of Commerce, 1995
NJ Landlords Association, March 1994, Presenter - Rental Property Tax Implications
NJ Landlords Association, June 1993, Presenter - General Tax Presentation
National Association of Tobacco Distributors, Financial Management Seminar,
Washington D. C. - Presenter - Cash Management Techniques, May 1991.
National Association of Tobacco Distributors, Financial Management Seminar,
Newark, NJ - Presenter - Insurance Bidding Techniques, March 1990.
Distributor Magazine (NATD), July/August 1990, Insurance Bidding Techniques.

Education:

Bachelor of Science, Accounting, May 1981
Juniata College, Huntingdon, PA