Areas of Practice
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Corporate, individual, partnership and limited liability company tax planning and preparation
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Audits of manufacturing, not-for-profit, governmental, pension plan and for profit organizations
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Representation before the Internal Revenue Service
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Consulting services for high net worth individuals
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Tax and financial planning
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Consulting on business sales and acquisitions
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Reviews and Compilation of financial statements
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Business Valuations
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Special agreed upon procedures and attest services
Licenses
Certified Public Accountant, State of New York and Arizona.
Memberships
Member of the AICPA and NYSSCPA.
Served as President, President-Elect, Secretary and Treasurer of the Utica Chapter of NYSSCPA.
Treasurer of the Mohawk Valley Resource Center for Refugees.
Treasurer of the Rotary District 7150.
Education
Bachelor of Science degree in Accounting from Syracuse University.