As a leading provider of Accounting and Tax services, we take pride in offering the highest quality professional services in a Relaxed and Friendly environment. We are dedicated to serving the needs of our clients each and every day in a Highly Personalized manner that our competitors are simply unable to offer.
State of Florida CPA License #AC37569. Zero Consumer Complaints.
State of Maryland CPA License #5645. Zero Consumer Complaints,
Affiliate Member of the American Association of Attorney - CPA's.
Member of the American Institute of Certified Public Accountants (AICPA).
AICPA Personal Financial Specialist (PFS) Designation 2011.
Member of the AICPA Tax Section, AICPA Personal Financial Services Section.
Member of AICPA Information Technology Section, AICPA Forensic and Valuation Services Section.
Member of the Florida Institute of Certified Public Accountants (FICPA).
Member of National Association of Tax Professionals (NATP).
Member of American Society of Tax Problem Solvers (ASTPS).
Member of National Society of Tax Professionals (NSTP).
Certified Financial Planner (CFP) 1985, SEC Registered Investment Advisor 1985.
1976 Graduate of the University of Maryland - BS Degree in Business Management.
1980 Graduate of the University of Baltimore School of Law LLM (Masters in Tax Law) Program.
Former United States Treasury Department Senior Manager, Washington, DC.
Founding Member of the United States Department of Homeland Security (DHS) March 2003.
Held 3 "Top Secret" Federal Government Security Clearances.
Previously Employed by international "Big 4" CPA firms: Price Waterhouse LLP, KPMG LLP, Ernst & Young LLP.
Turbo Tax - Intuit, Inc. "Ask a Tax Expert" Customer Support Representative - 2009/2010 Income Tax Filing Season.
Intuit - Turbo Tax "CPA Select/Personal Pro" Tax Expert Service Provider - 2013, 2014, 2015.
Frequent Guest Commentator on WOFL FOX 35 News.
Director of Internal Audit - Osceola County School Board - 2005 to 2007.
IT Security Audit Manager - University of Central Florida (UCF) - 2007 to 2008.
Adjunct Professor of Accounting and Taxation - Strayer University - Orlando, Florida.
Merrill Lynch Professional Alliance Member.
Volunteer Member - Finance Committee - Seminole County Public Schools Foundation.