Professional Experience and Qualifications

Certification Licensed by the State of Ohio
Education MBA Taxation Specialty 1992
Xavier University - Cincinnati, Ohio
BS Professional Studies, Accounting, 1986
Magna cum Laude
Boston University

Since 1986 I have been affiliated with small- and medium-sized firms in Cincinnati and Boston. I have specialized in the preparation of individual, corporate, partnership, fiduciary, and non-profit tax returns. I have also provided small business consulting services in a variety of areas including outside controllership. I also offer personal financial planning services.