My clients are my number one priority and I am their trusted business advisor.
My secret: professionalism, preparation, passion and pride.
For over 30 years, I have been offering proactive, strategic tax planning, technical advice and business counseling. I have extensive experience in individual tax, S-corporations, partnerships, LLC’s and corporate entities. In addition, I advise clients on tax issues involving not-for-profit entities, including the preparation of necessary documentation to obtain tax exempt status. If it’s federal and state tax compliance that you’re seeking, I’m well-versed in not only guiding clients through these processes, but also audits and representation in front of the IRS.
It’s true that more minds are better than one, that’s why I actively participate and engage with groups such as: the Illinois CPA Society,and the American Institute of Certified Public Accountants. I am involved in the Chicago area community through the Lincoln Park Chamber of Commerce, Lincoln Park Community Shelter, the Irish Music School of Chicago, along with other charitable organizations.
Specialties: Individuals taxation, flow through entities, closely-held businesses, state and local taxation, tax planning, IRS representation, tax issues in divorce, not-for-profit taxation, R & D tax credits.