As a tax professional I work closely with clients in reviewing and preparing their tax returns. One of the most satisfying parts of my job is building the relationships and trusts with clients and internal staff.
My job is very rewarding due to the trust that clients have placed in me in the preparation of their tax returns to be filed with the tax authorities. Over the past 40 years to this day, I enjoy working with clients, law firms and internal staff to satisfy each clients' needs.
My Experience
I have over 40 years of experience in the preparation and review of tax returns. This includes individual tax returns, gift tax returns, estates and trusts tax returns, private foundation tax returns, Charitable Remainder Uni-Trusts/Annuity Trusts and Charitable Lead Trusts Tax Returns. I work closely with clients, law firms and internal staff to review and develop tax planning strategies.
Education
- Peirce College, Philadelphia, PA
- LaSalle University, Philadelphia, PA
Financial Credentials
- Enrolled Agent (EA) practice before the IRS and States in preparing tax returns and responding to the tax authorities
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Upcoming Events
9
Nov
Tredyffrin Township Libraries
Proud sponsors of the 2nd Annual Charity Miniature Golf Classic
We look forward to seeing you on the green!
14
Nov
The Pennsylvania Bar Institute
Proud sponsors of the 2025 Estate Law Institute
We look forward to connecting with you there!
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!