GENERAL BACKGROUND
Joined the Firm in 2001 after three years with regional CPA firms in New York and Connecticut; admitted as a partner in 2017. Member of the Firm’s Tax Committee. Member of the Firm's Website Committee.
Certified Public Accountant, States of New York and Pennsylvania
Bachelor of Science - Management and Accounting
East Stroudsburg University, East Stroudsburg, Pennsylvania
Bachelor of Arts - Economics
East Stroudsburg University, East Stroudsburg, Pennsylvania
AFFILIATIONS
Professional
- New York State Society of CPAs
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of CPAs
Community
- Past Treasurer of the Roberson Museum and Science Center
- NYSSCPA Board Member
SPECIALIZATIONS
- Taxation of Closely Held Businesses and Individuals
- Auditing, accounting, financial reporting and planning for closely held businesses including construction, manufacturing, real estate management, hospitality and employee benefit plans
- Agreed-Upon Procedures
