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.