• Certified Public Accountant
• Certified Fraud Examiner
• Certified Financial Consultant
• Diplomate of The American Board of Forensic Accounting
• Accredited Tax Advisor and Preparer
• Registered Representative (Series 6 & 63)
• Insurance Broker
• Real Estate Agent
• Notary Public
Experience covers a vast array of industries, including construction, healthcare, insurance, manufacturing, not-for-profit, real estate, retail, service, etc.
Affiliations with other professionals enable me to offer many additional services, such as: insurance, investments, pension administration, computer consulting, purchase and sale of real estate, mortgages, fraud prevention, white-collar crime investigations, etc.
Areas of expertise include the favorable resolution of tax problems and issues with the Internal Revenue Service and other governmental agencies. Highly active in numerous professional organizations, some of which include: The American Institute of Certified Public Accountants, The New York State Society of Certified Public Accountants, The Association of Certified Fraud Examiners, The American College of Forensic Examiners, The Institute of Financial Consultants, The American Society of Tax Problem Solvers and The National Notary Association.