I began my CPA practice in 1997 and have more than 40 years of business experience. Currently am a Controller for an IT company and previously had that position with a retirement development company for close to 20 years. My wife, Kathleen, and I reside in Phoenixville PA. We enjoy current events and traveling the world.

EDUCATION

Pennsylvania State University – University Park, PA
Bachelor of Science – Accounting 1973

DESIGNATIONS

Certified Public Accountant – April 1992
Chartered Global Management Accountant – October 2014

PROFESSIONAL AFFILIATIONS

Pennsylvania Institute of Certified Public Accountants – PICPA
American Institute of Certified Public Accountants – AICPA
National Association of Tax Professionals – NATP
Pennsylvania Society of Tax & Accounting Professionals – PSPA

MISSION STATEMENT

Committed to providing the finest, most effective solutions for all of your personal and business tax needs with a range of accounting and consulting services.