About Me
As an experienced accountant with expertise in tax preparation and financial management, I provide personalized client services that are unmatched by larger firms. With that in mind, I run my practice on the single principle of providing the highest level of personalized client services as possible. I care about each and every one of my clients and you will always be served personally by me, and will never have to worry about multiple staff members having access to your private financial affairs.
I have a Masters of Science in Taxation from Golden Gate University in San Francisco and a Bachelor of Science degree from Southern Illinois University at Edwardsville. My education and experience equips me to handle diverse financial needs. As an enrolled agent admitted to practice before the IRS, I am fully qualified to handle complex tax issues for individuals, small businesses, corporations, fiduciaries, non-profits, estates, and trusts. In addition, I managed a medical office for several years prior to my graduation, and I gained valuable experience working for two different CPA firms. This sharpened my skills and made me well versed in different softwares, such as, CCH Tax Software, Prosystems Engagement, Prosystems Tax, Aura Achive, DMS, LaCerte, Medical Manager. Lastly, as a sole proprietor, I make sure to stay up-to-date on economic changes by attending continuing education seminars, and reading industry newsletters to serve my clients better.
With me, you'll receive personalized service and one-on-one communication to ensure that your financial affairs are always in good hands.