I began my career as a Tax Advisor with the accounting firm Ernst & Young where I worked in the Expatriate Department. I then spent two years with the local firm Altschuler, Melvoin & Glasser working with high net worth families on anything and everything related to their taxes and finances. In 1999, I joined the Personal Financial Services team at PricewaterhouseCoopers where I continued to work with high net worth families as well as corporate executives. In addition to tax work, I was involved in all areas of their financial planning, including retirement planning, estate planning, education planning and stock option planning.
I started my own practice in 2003 and now work with approximately 175 clients from all walks of life. I especially enjoy working with self-employed individuals, helping them to understand the financial side of running a business.
I earned a Bachelor's degree from the University of Wisconsin-Madison and a Master's degree in Taxation from DePaul University. I became an Enrolled Agent, licensed to represent my clients before the IRS, in 1997.
I am a member of the National Association of Tax Professionals.
You have many options when it comes to choosing a tax accountant and financial advisor. With over 20 years experience working with clients from every income level, I am dedicated to helping you with your financial matters. As a small business owner I am able to provide personalized quality service that will exceed your expectations.
What I offer:
Explanation of the tax laws.
Convenience – Meet at my office in Old Town, use my secure client portal or mail your documents to me.
Personalized year-round service – I don’t disappear on April 15th!