My goal is to add tangible value to your personal and business financial life. Working together, we’ll know the goal is reached when you experience a marked increase in savings, income, and control over the time you spend with your business. Additionally, value will be created when you feel a decrease in stress, headaches, problems and worry.

Traditional services include:

Business and personal income tax returns – Monthly, quarterly, or yearly bookkeeping services – Reports, as requested, for various compliance requirements – Budgets, reports and related analysis of progress-to-date – Tax planning at both the personal and business entity level

expanded services include:

Providing you with and objective “second opinion” on existing business plans or helping you create new plans – Providing you with and objective “second opinion” on existing business plans or helping you create new plans – Creating an accounting information system that addresses your financial needs

I will work with you to develop relationships in:

Banking & Finance, Legal, Insurance, Payroll & Personnel, Estate Planning, Information Technology, Business Valuation, Business Mergers & Acquisitions, Personal Financial Planning


I provide income tax preparation, accounting, and business advisory services to individuals, partnerships, limited liability companies, and corporations.
Certified Public Accountant with over 25 years experience

After many years of splitting my time between teaching duties at the State University of New York’s Orange County Campus and my private accounting practice, I retired from education. In response to client needs and wishes I expanded the level of services I offered to businesses and individuals. I try to provide every client with the highest level of professional accounting services and personal attention. My college background includes an undergraduate major in accounting, a graduate degree in adult education and training, and another graduate degree in business administration. Every year, in order to maintain my license and keep current with emerging issues, I complete a series of professional continuing education courses. I have worked for a variety of accounting firms and post secondary educational institutions over the past 30 years.

  • NYS Certified Public Accountant since 1985
  • Member of the New York State Society of CPAs
  • In Private Practice since 1987
  • degrees

    BA, MS, MBA

privacy policy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, I have always protected your right to privacy.


I and my office staff collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties with your authorization.


For current and former clients, I and my office staff do not disclose any nonpublic personal information obtained in the course of business except as required or permitted by law. Permitted disclosures include, for instance, providing information to my employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing income tax preparation services to you. In all such situations, we stress the confidential nature of information being shared.


We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

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