I live in Milford with my family and white boxer, Dottie. I earned my Bachelor of Business Administration Degree in Accounting and Finance in 1995 from Eastern Michigan University and my CPA license in 1999.
My experience includes accounting, reporting, tax preparation, auditing, and consulting for companies in a wide range of industries, including health and welfare benefit plans, not-for-profit, construction contractors, restaurants, and wholesale distributors.
Memberships include the American Institute of Certified Public Accountants, the Michigan Association of Certified Public Accountants, and the South East Michigan Association of Certified Fraud Examiners.
With over twenty-five years of public accounting, auditing, and taxation experience, my goal is to use what I have learned to help local businesses modernize their accounting functions and minimize taxes for both businesses and individuals.
We hope you and your families are staying safe and healthy during the current conditions. This pandemic has changed all aspects of our lives - personal and business. We understand these difficulties for employees and companies and are determined to assist our clients to succeed now and going forward. These are times to assess your financial situation and determine not just to survive but to thrive.
Whether you’re an individual or a business, you deserve to have a trusted advisor working for you and providing the services you rely on:
Individuals – There are very few tax situations that we have not worked on; we are well versed in the complexities of many tax problems and will do our best to find a solution. You need a trusted advisor that is available all year. As tax or financial situations appear throughout the year, please call, and we can work through or plan out the best outcome and prevent an unwanted surprise on Tax Day.
Business - we understand that there are many choices when it comes to consulting, accounting, and tax preparation. You deserve to have a professional that listens to your needs and will put your business first. For example, when selecting an accounting package, many programs promise ease of setup and “anybody can do it” usage. Sadly, for most products, you only get empty promises. For most businesses, the task of maintaining accurate accounting records, payroll, or preparing returns is more than a DIY project. We can objectively review and recommend a solution that will work, from program installation and set up to stepping up and performing the full accounting function.
With a passion for seeing the success of our clients, we are ready to get back to work, back to the business we love, and as we get back to work, we will do it smarter and more efficiently. If you are ready to work smarter, then you need to partner with a modern accounting firm. Please contact us, and we will make the new normal an efficient accounting system that you can count on.