Office Location

New York City

Where are you from?

NYC. Lower East Side.

Job Title

Director of Retirement Plans / Asset Management
Education
Bachelor of Science, Business Admin, Boston Univ.
Industry Experience
20 years, Investment Advisor Representative
What do you enjoy most about the job?
I most enjoy showing clients their maximum tax saving opportunities.
What’s the toughest type of accounting/tax situation you’ve dealt with and how was it handled?
I once had a client who took out money from an old 401k, which is a huge tax bill, but they needed money for a new business they were starting. So I helped the client set up a solo 401k, he did an indirect rollover, and we eliminated the taxable income. Then the client took out a tax-free loan from his own solo 401k.
Why do you love working for 1-800Accountant?
I love helping coworkers transition from tax preparers to tax advisors, so robots don't take their jobs. Plus, hanging out with Mike (our CEO).
How has virtual accounting been a great fit for clients?
Our virtual accounting frees up valuable time for clients, so they can focus on their growing business. If we help the clients competently and fully, they don't have to spend so much time on their taxes.
Past Work
Advisor, JP Morgan
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Responses may have been edited for clarity