Who Are We?

Trusted CPA with Over Four Decades of Expertise in Palm Beach County

With 40+ years of experience, I have built a reputation as a highly skilled CPA, serving individuals and businesses throughout Palm Beach County.  As a graduate of Florida International University and a licensed CPA in Florida (License #11290), I bring a strong foundation in accounting, finance, and tax strategy, combined with years of practical experience helping clients optimize their financial standing.

From small business owners and entrepreneurs to corporations and high-net-worth individuals, I provide personalized financial solutions to maximize tax efficiency, streamline accounting processes, and drive long-term financial success.  My commitment to precision, efficiency, and strategic financial guidance ensures that my clients receive top-tier expertise with a personal touch.

Experienced Enrolled Agent (EA) Admitted to Practice Before the IRS, Offering CFO Services

A knowledgeable and detail-oriented Enrolled Agent (EA), Admitted to Practice Before the IRS, with extensive experience in corporate and personal tax preparation, tax regulations, and compliance.  Proven leadership skills, expertise in tax software and certification, and a commitment to delivering accurate, strategic financial solutions.

As a graduate of Florida Atlantic University, I bring a strong foundation in tax regulations and financial analysis, combined with years of practical experience helping clients navigate complex tax obligations efficiently.

I also provide CFO services to businesses of various sizes, assisting companies with financial strategy, budgeting, cash flow management, and long-term planning to optimize growth and profitability.

With a deep understanding of IRS regulations, financial best practices, and tax compliance, I offer comprehensive tax guidance and business financial strategies, ensuring individuals and businesses maximize tax efficiency while maintaining compliance.

Experienced Administrative Assistant & Front Office Manager with AFSP Designation

A highly organized and personable Administrative Assistant & Front Office Manager, specializing in efficient office management, client relations, and administrative support.  Holding the Annual Filing Season Program (AFSP) designation, I am well-versed in tax-related administrative processes and committed to maintaining compliance with IRS filing standards.

With stong leadership, communication, and exceptional people skills, I ensure smooth day-to-day business operations whiile fostering positive relationships with clients and staff.  My ability to connect with others and create a welcoming environment makes interactions efficient, professional, and pleasant.

Bookkeeper & Support Staff Specializing in QuickBooks Desktop & Online

An efficient and detail-oriented Bookkeeper & Support Staff with expertise in QuickBooks Desktop and QuickBooks Online, providing accurate financial management and record-keeping for businesses of all sizes.

Skilled in data entry, transaction tracking, and reconciliation, I ensure that businesses maintain organized, up-to-date accounting records.  With a strong understanding of QuickBooks functionality, I assist clients in streamlining bookkeeping processes, improving efficiency, and ensuring compliance with best financial practices.

My strong organizational skills and great people skills allow me to support teams effectively, fostering smooth operations and positive client interactions.