He eschews the one-size-fits-all approach in favor of tailoring services to meet the client’s needs. He handles a wide range of tax management and accounting work, from preparing and filing returns to general ledgers and bookkeeping to payroll processing and cash flow forecasting. He is especially proficient at initial accounting system set-ups, QuickBooks assistance, audits, debt advice, business succession, and the creation of employee benefit/profit-sharing plans. He is licensed in Florida and New York, has been practicing for over a quarter-century, and holds membership in both the American Institute of Certified Public Accountants and Florida Institute of Certified Public Accountants.