My Philosophy & Process

My philosophy is to provide only the services that truly add value, while ensuring that my clients understand the final product. As a full-service accountant, I guide my clients through federal, state, and local regulatory filings and other bureaucratic requirements. Together we identify their needs and create the most efficient procedures to meet their reporting requirements in an accurate, timely, and cost-effective manner. Every client is unique, so I tailor the accounting and tax procedures to the client in order to reduce their burden. As a final procedure, I review the reporting and tax filings with my clients to ensure that they understand their tax and financial situation.