



Tax Services
Our firm provides a full range of professional tax planning and preparation services for virtually any type of tax entity including Individuals, Sole Proprietors, Corporations, Partnerships, LLCs , Estates, Trusts, and Non-Profits.
Accounting System Management and Bookkeeping
As experienced CPAs, our firm provides full-charge accounting system management and bookkeeping services. We offer a high quality (remote or in-house) outsourcing alternative to managing your accounting system.
QuickBooks Professional Advisors
We are Experienced QuickBooks Professional Advisors and can assist your organization in all aspects of QuickBooks Setup, Training and Reporting.


Payroll Services
Our Firm is a registered member of the IRS PTIN program and offers electronic preparation of your payroll returns.
Consulting and Business Advisory Services
Entity Selection, Accounting Software Selection, Retirement Planning, Compensation Planning, Employee Benefit Planning, Business Pension and Profit Sharing Plan Selection, Management Advisory, Business Sales Tax Compliance, IRS Representation, Financial Decisions, Estate Planning, Trust and Gift Planning, Education Planning, Financial Budgeting and Cash Flow Analysis


Certified Public Accountant, Pennsylvania, 1989 to present
Certified Member of American Institute of CPAs Peer Review Program, 2002 to present
Licensed Resident Insurance Producer, State of Pennsylvania, 2005 to present
Member, American Institute of CPAs, 1989 to present
Member, Pennsylvania Institute of CPAs, 1991 to present
Director, CCRES – Educational and Behavorial Health Services, Downingtown, PA; 2009 to present
Director, Bishop Shanahan High School, Downingtown, PA; 1999 to present
Director and Treasurer, St. Mary’s Franciscan Shelter for Families, Inc., Phoenixville, PA; 1995 to 2015




Certified Public Accountant, Pennsylvania, 1991 to present
Licensed NASD Registered Investment Representative, 2017 to present
Registered Internal Revenue Service Tax Professional - PTIN Program and E-File Services
Quickbooks Accounting and Payroll System Advisor
Multi-State/Nexus Tax Compliance Advisor
Recognized Leader in Taxation of Pass-Through Entities, IRS Audits and Dispute Resolutions
Proactive Tax Planning for Individuals, Businesses, Trusts, and Not-for-Profit Organizations
Third-Party Fiduciary of Federal, State, and Local Compliance Related to Payroll Taxes, W2s, and 1099s
Past Finance Director and Controller of Software, Engineering, Real Estate, Retail, Restaurant, and Non-Profit Organizations

