About Us

Welcome to my practice. For over 20 years, I have assisted individuals and businesses with their tax and accounting needs. My goal has been to give clients the expertise found in larger firms, while maintaining that personal touch which enables each client to feel important. I am directly involved with each client's account, so you can be assured that your account is not being delegated to a less qualified individual or someone who is unfamiliar with your particular situation. Further, I am available all year round to answer your questions and address your business concerns.

My accounting firm was established to provide efficient, expert solutions to businesses and individuals. Our primary services include accounting, taxation, and business consulting. And now through association with CJM Planning, I also offer financial planning services to help clients prepare for their retirment, fund their children's college tuition, and provide for their insurance needs.

As a graduate of the Wharton School of Business and Finance of the University of Pennsylvania, I feel I am well equipped to understand the complex rules and regulations that govern the tax and accounting world. I am certifed in New York and New Jersey. Each of these states has stringent continuing education requirements, so you can be assured that I am up to date on the latest developments in the field.

My practice is geared toward providing tax, accounting, and financial planning services to individuals and closely held businesses. As a general practioner, I am able to provide guidance in most situations. However, when situations arise, where greater expertise in a specific area is required, I can rely on a network of outside consultants who can assist in resolving a very technical problem.

To my loyal clients, thank you for your support over the years. To prospective clients, thank you for your interest in my practice. For those of you who are just surfing the internet, I hope you will pick up a few ideas that can help you in arranging your finances.