Experience is Important in Tax Preparation 

Accurate tax return preparation, particularly for individuals and businesses with many sources of income and complex deductions requires a broad diversity of experience and a through knowledge of Federal and State tax.   The federal tax code now totals well over 25,000 pages plus a vast body of Regulations, Rulings, and Court decisions.

I originally received my Bachelor's degree in Accounting from the State University  of New York at Albany, where I graduated Cum Laude.    After moving west,  I became a registered Certified  Public Accountant in Arizona in 1986.     In 1991 I received my Master's of Taxation degree from Arizona State University and am still an avid Sun Devil's supporter.

After 30 years of experience in  all both large national firms and smaller specialty practices I  established my own independent practice focused on providing the highest quality tax service and personal attention to my clients.

National recognition:

I have served as an advisor to the IRS as a member of the Electronic Tax Administration Advisory Committee, which is charged  with improving and expanding the IRS E-File program.     I was asked to provide Congressional testimony on IRS audits in 2005 and again in 2012 on the Estate Tax.

I am also a member of the American Institute of Certified Public Accounts  Arizona Society of CPAs and am active on the state society committees.  I travel to Washington DC on a regular basis to promote taxpayer issues on hill with congressional staff and have moderated round tables for the Small Business Administration in Washington DC.  

I have been invited to participate in round tables at both Senate Finance and House of Representatives Committee on Small Business.