What type of CPA do you need?
A CPA is a specialist, just like a doctor. It is important that you choose a CPA with the right experience and talents that you need. Make sure that your personalities fit, too.
I specialize in serving
Closely held businesses and their owners, and
High-income and high-net worth individuals.
I specialize in complex situations, because they present opportunities for tax and financial strategies otherwise not available.
My job is to guide my clients through the best strategies for their circumstances and objectives.
This involves tax, financial, business and estate planning to achieve the client's individual objectives. I coordinate with the client's attorney, banker, pension consultant and other professionals to assure follow-through.
These services require knowing the client and providing the close personal services that are required.
That is why this is a small "boutique" firm -- not the CPA firm for everyone, but absolutely the right firm for those who appreciate high-quality personal service. My staff and I work hard to give our clients the information and understanding to make their best decisions. Our clients value that extra communication.
Look at some of the other information presented here. Then let's explore if we are right for each other.
If you want to know about my educational past and my preparation to serve you, read my resumé.
If you want to know in whom you are placing your trust, read why I've chosen the quotations that appear in the heading of these web pages. This is much more telling of the person and will give you an insight into my values and priorities.
And if you'd like to read of the experiences of some of my clients, look at the anecdotes.
And then
contact me
so that we may begin our relationship.
