I was born and raised on Long Island, NY. In between doing what average suburban kids do, I spent much of my childhood at the heels of my father who retired from the New York City Police Department after 33 years.
My interest in money and business led me to major in Economics at Cortland College. At 21, following in my father’s footsteps, I began my 17 year career with the New York City Police Department.
I retired as a Lieutenant in September 2000. I had an opportunity to pursue my interest in the financial industry and joined an international CPA firm. For many, my career change seems drastic and curious, “I can’t believe you used to be a cop!” and “How did you go from police officer to accountant?” have become almost synonymous among clients and colleagues in realizing my former profession. While I’m no longer chasing “perps” down the streets of New York City, I still maintain the same type of rush and dedication to saving clients thousands of dollars in tax and seeing the look of delight on their faces.
The way I run my practice is rooted in tax planning. Our philosophy is to find ways to legally reduce tax liabilities and keep more of what our clients earn in their own pockets. Each new client, corporate and personal, is given a tax analysis in which we review prior tax returns as well as current financials in order to identify missed opportunities and prior mistakes which resulted in unnecessary tax expenditures. From there, we implement a personalized plan to save the client thousands.
As a Certified Tax Coach™, I belong to a select group of practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies in order to become, as well as remain, certified. With this organization I have co-authored an Amazon best seller, Secrets of a Tax Free Life.
In addition to tax planning, my practice offers traditional tax services as well as off site CFO services. With my dedicated and passionate team we are able to provide daily guidance and advice to business clients. Our efficiency is embedded in our team concept. Our clients include, but are not limited to, Medical Professionals, Clothing Sourcing Businesses and Commercial Electrical Companies.