We're a small firm with a Big Heart

A graduate of Syracuse University (`71)
Served in the Air Force Intelligence Division:
   • Air Force Command, San Antonio, Texas
   • Air Force Command, Saigon, Vietnam
   • National Security Agency, Maryland
Certified Public Accountantcy exam passed - 1975
Certified Financial Planner exam passed - 1995
Certified Quickbooks Pro Advisor – 2003, 2004, 2006, 2007
Certified College Planner – 2006
Certified Senior Advisor
ACAT - Accredited Tax Preparer
ACAT - Elder Care Specialist
Noted on the Web as a ‘Tax Guru’
Over 100 hours of continuing professional educational courses taken annually.
   • Continuing Education Class List: 2007 | 2006 | 2005 | 2004
Active in the Independent Association of Accountants of Brooklyn
   • Secretary, 2006-2007; President, 2002-2004; Vice-President; various committees.
Treasurer of local Synagogue.
Local Democratic Club financial advisor.
Consultant to Attorneys, CPAs and other Tax Professionals.
Recognized expert on Federal and New York State taxation.
Member of the NYS Practitioners Liaison Committee.
Member of the IRS Practitioners Liaison Committee.