How I can help you

I am a recently retired certified public accountant with 23 years working in a prominent bank estate and trust tax preparation department and prior to that, 9 years working for a regional CPA firm auditing financial statements. now that I am retired I would like to take this wealth of experience ,primarily in trust and estate taxation and use it help others who may be building businesses and could use trust planning as part of their business success

Areas of Expertise

  • Accounting & Cash Flow
  • Tax Planning

Industry Experience

  • Finance & Insurance
  • Professional, Scientific, & Technical Services

Communication Methods

  • Email