Bio
Credentials
-
Enrolled Agent
Internal Revenue ServiceSep, 2007- May, 2026 -
Certified Public Accountant
State of Florida
Experience
-
-
Owner
-
Jul 2006 - Present
We provide bookkeeping, accounting and tax services to a wide range of individuals, corporations, partnerships, LLC's, Trusts, and estates. We represent people before the IRS and state and local taxing authorities. We can prepare your required tax returns, if any, in all 50 states. We also prepare payroll, sales, and other tax returns as requested. If you are in trouble with the IRS, behind on tax filings, owe money and cannot pay, we can help.
-
-
-
-
Trustee
-
2012 - Present
-
-
-
St. Lucie Intergroup Association, Inc.
-
Port Saint Lucie, FL
-
Treasurer/Member of Board of Directors (Volunteer)
-
Jan 2010 - Aug 2013
-
Port Saint Lucie, FL
Nonprofit organization.
-
-
-
-
Financial Consultant
-
Jun 1998 - Dec 1999
Worked on short term projects as interim CFO for public companies, assisted with records cleanup in anticipation of smaller companies IPO, assist with spinoff of two divisions of public companies, due diligence matters, etc.
-
-
-
-
Managing Partner
-
Sep 1975 - May 1998
Managing Partner of small local firm in New England that provided accounting, auditing and tax services to a wide variety of clients.
-
-
-
-
Senior Accountant
-
Jan 1970 - Sep 1975
Provided Auditing and tax services for this five partner regional firm's clients in Western Massachusetts.
-
-
-
-
Senior Accountant
-
1969 - 1970
Senior Accountant on the audit staff of this international accounting firm. Performed various auditing functions for the publicly held clients of the firm.
-
-
Education
-
1985 - 1986Bentley University
Masters in Taxation Program -
1962 - 1967University of Hartford
Business Admin, Accounting -
1961 - 1962Bentley University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Accounting and Auditing”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community