Areas of Expertise

  • Income tax planning and preparation for:

    • individuals

    • partnerships

    • LLCs

    • corporations

  • Vast experience with high income individuals, including physicians and other professionals.

  • A proponent of tax planning during the year versus mere tax return preparation.

  • Entity selection for business

    • Adept at knowing the benefits and pitfalls of Sole Proprietorships, LLCs, Partnerships and Corporations including S Corporations.

  • Business transition planning

    • have assisted multiple businesses in selling their business, transitioning to family, liquidating, etc.  Can help maximize your return when the time is right.

  • Have served as an officer of multiple Not-For-Profit boards and am versed at the unique requirements of those organizations.

  • Spent 26 years as a partner in a regional CPA Firm in Pennsylvania and West Virginia.

  • I’m also a licensed Notary within the State of Florida. I offer 24/7 notary services in the San Antonio FL area