What three words would you use to describe your role?
Exciting, Challenging, Rewarding
Public Accounting Industry for 16 years, Small Business Owner
Masters of Taxation
Service based and real estate industry small business owners. Investment partnerships/Hedge Funds
If you could learn to do anything, what would it be?
What’s the coolest (or most important) trend you see today?
What would you most like to tell yourself at age 13?
Save money & start a business
What is the toughest accountant problem you’ve tackled? How did you handle it?
Working with clients who have unfiled returns and large tax liabilities. I helped them to take it one step at a time and assisted them in working with the IRS/State to come up with viable solutions.
How do you define success?
Having both time and money
Why do you love working for 1-800Accountant?
I enjoy working with small business owners and getting them started on the right track. I also enjoy learning about different industries and helping business owners truly understand their business from a tax perspective.
How has virtual accounting been a great fit for clients?
Many clients are working and building their business. The virtual model allows them to communicate with us when they are available and upload files without delays.