Experience is Important in Tax Preparation 

Accurate tax return preparation, particularly for individuals and businesses with many sources of income and complex deductions requires a broad diversity of experience and a through knowledge of Federal and State tax.   The federal tax code now totals over 25,000 pages plus a vast body of Regulations, Rulings, and Court decisions.
I originally received my Bachelor's degree in Accounting from the State University  of New York at Albany, where I graduated Cum Laude.    After moving west,  I became a registered Certified  Public Accountant in Arizona in 1986.     In 1991, I received my Master's of Taxation degree from Arizona State University.

After 25 years of experience in  all both large national firms and smaller specialty practices, I have now established my own independent practice focused on providing the highest quality tax service and personal attention to my clients.

National recognition:

I have served as an advisor to the IRS as a member of the Electronic Tax Administration Advisory Committee, which is charged  with improving and expanding the IRS E-File program.   I remain in regular contact with IRS Staff in Washington.  I was asked to provide Congressional testimony on IRS audits.  I am also a member of the American Institute of Certified Public Accountants and the Arizona Society of CPAs. I am active on the state society committees.  I travel to Washington DC on a regular basis to promote taxpayer issues on hill with congressional staff.  I regularly moderate round tables for the Small Business Administration in Washington DC.

In addition, I am co-founder of the National Small Business Network.  This is a bipartisan group of small business people that meet with members of congress to encourage small business tax legislation.

Local recognition:

I currently serve on the Board of Directors of Valley Estate Planners and am a member of the Phoenix Tax Workshop advisory committee.