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About Us

  • Strategic Accounting For Small Business
  • Tax + Accounting Services
  • Business + Individual
  • Convenient Evening + Weekend Hours



Speaking the Language



When finances find you frustrated, the language of numbers can seem, well, harsh. As a certified public accountant with more than 20 years experience, I understand the language of numbers. As a small-business owner, I speak the language of small business. That adds up to one simple fact: I can translate.

The Bottom Line

You'll not only know your bottom-line, you'll know why it is what it is.

Digging Beneath the Bottom Line

I started my own professional accounting business with a mission to help others make things happen. I enjoy working with fellow small business-owners directly, as a partner, to offer valuable financial advice beyond just the basic tax services other CPAs might offer.

In today's business world, data is becoming increasingly crucial - and complex. Regular training keeps my skills sharp. With up-to-date understanding, this essential information can be transformed into informed decisions.

Crunching Numbers

Owning a small business can be challenging - especially in terms of the finances. You've got a lot on your mind. I can subtract a few frustrations by providing you with personalized attention and responsive service that accommodates your calendar.

Before you get worked up, look me up - and we can sit down together to figure out how I can best help you and your business.


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Disaster Relief for Taxpayers Affected by California Wildfires

Taxpayers affected by the wildfires in California that began October 8, 2017 may qualify for tax relief from the Internal Revenue Service. The President declared that a major disaster exists in the...

NTA Blog: Affordable Care Act Estimators - The Taxpayer Advocate Service Provides Self-Help Tools to Assist Taxpayers With Complex Affordable Care Act Requirements

With the open enrollment period for the Health Insurance Marketplace beginning November 1st, it is the appropriate time to remind taxpayers and preparers of the various Affordable Care Act (ACA) es...

NTA Blog: Earned Income Tax Credit (EITC)- TAS Study Finds Informing Taxpayers Can Help Avert Future Noncompliance

Earned Income Tax Credit (EITC): TAS Study Finds that Sending an Informative, Tailored Letter to Taxpayers Who Appear to Have Erroneously Claimed EITC Can Avert Future Noncompliance Taxpayers can c...

NTA Blog: IRS policy weakens requirements for penalties

IRS Administrative Policy and Recent Litigation Weaken Supervisory Approval Requirement for Penalties In the past, I’ve written extensively about penalties – touching on topics ...

Assistance available for taxpayers impacted by Hurricanes Harvey, Irma and Maria

The Taxpayer Advocate Service Puerto Rico office reopened Thursday, Oct. 12. However, the office is not open for regular TAS operations at this time. We ask for your patience during this difficult ...

NTA Blog: Tax Reform

Tax Reform: Hope Springs Eternal This Fall The next few weeks and months are shaping up to be an exciting time for advocates of tax reform. To be sure, the details of a tax reform...

Installment Agreements (IAs): Adopting National Taxpayer Advocate Recommendations Could Assist the IRS to Ensure Taxpayers Enter IAs They Can Afford

Previously, I discussed my concerns about installment agreements (IAs) and the study TAS Research conducted on IAs. Today I will discuss the recommendations I have made to the IRS to a...

TAS office closures affected by Hurricane Irma

Some Taxpayer Advocate Service offices were temporarily closed due to the effects of Hurricane Irma. As of Monday, September 18, 2017, all TAS offices in Florida are currently open for business. He...

Installment Agreements (IAs): TAS Study Finds Taxpayers Enter IAs They Cannot Afford

In this and next week’s blog, I will discuss my recent Most Serious Problem on Installment Agreements (IAs) and the corresponding Research Study that was published in my 2016 Annual Repor...

The IRS’s Position in Mescalero Apache Tribe v. Commissioner Raises Concerns About the IRS’s Commitment to Taxpayer Rights

About this time every year, my wonderful staff of attorney-advisors presents me with early drafts of the discussion of the ten most litigated issues in federal courts that are ultimately published ...

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