Areas of Practice
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Corporate, individuals, partnership and limited liability company tax planning and return preparation
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Audits of pension plans and for profit organizations
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Representation before the Internal Revenue Service and New York State Department of Taxation
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Tax and financial planning
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Estate and Trust Tax Preparation and Planning
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New York State Qualified Empire Zone Exemption (QEZE) status and tax credit filings
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Financial statement preparation
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Audits, Reviews and Compilation of financial statements
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Partner Accounting and bookkeeping
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Special agreed upon procedures and attest services
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Consulting in Quickbooks
Licenses
Certified Public Accountant, State of New York.
Memberships
Member of the AICPA and NYSSCPA.
Served as President, President-Elect, Secretary and Treasurer of the Utica Chapter of NYSSCPA.
Education
Bachelor of Science degree in Accounting from Utica College.