GENERAL BACKGROUND
Joined the firm in 2016, admitted as a partner 2023. Member of the firm’s Steering Committee, Recruiting Committee, and Workflow Committee. Participates in the firm’s mentorship program for training and developing newer staff.
Certified Public Accountant, State of New York
Bachelor of Science – Accounting, Binghamton University
AFFILIATIONS
Professional
- New York State Society of CPAs
- American Institute of Certified Public Accountants (AICPA)
Community
- NYSSCPA Southern Tier Chapter – Treasurer
SPECIALIZATIONS
- Accounting and Auditing of Closely Held Businesses
- Taxation of Closely Held Businesses (Corporate, S-Corporate, Partnerships), Estates, and Individuals
- Consolidated Corporate Taxation and Financial Reporting
- Multi-State Personal and Corporate Taxation
- Real Estate Professionals
- Like Kind Exchange Transactions