40 years of experience in accounting and tax preparation.
Financial executive with 40 years experience in accounting, finance, MIS, operations, marketing facilities and transactional activities. Industry knowledge includes Manufacturing, Distribution, Import, Export and Shipping. Sole practitioner, who is responsible for accounting, auditing, tax preparation and tax planning for corporate, individual and fiduciary clients.
As a CPA in private practice, it is essential that I offer my business and personal clients sound financial, tax and estate planning advice. Business clients include sole proprietorship, partnerships, C Corporations, Sub S corporations and not for profit organizations. I am the one person my clients see on a monthly, quarterly or annual basis and who knows their financial position, in most cases, better than they do. It is my professional obligation to act as their financial consultant and help them achieve their financial goals. As part of my duties, I must do the research and present various alternatives on how to achieve their goals. After the presentation, I must try and help them make the right decision and then help implement and monitor their decisions.
