A little about me

I am a practicing CPA with an accounting firm located in the Northwest Suburbs of Chicago. My interests go well beyond typical accounting. I specialize in tax planning, business valuations, exit planning, and litigation support.

The CPA profession has undergone vast changes during the past 20 years. I started my career in 1986 as an office clerk with my father's firm. I have been partners with my father since 2002. The firm has undergone a vast amount of change; primarily technology leading the way. The CPA has gone from a "generalist" to a specialist. No longer can a CPA provide bread and butter services, e.g. bank reconciliations, bookkeeping, etc. and be competitive in today's market. The clients are more sophisticated and need their CPA to be more than a bean counter, but rather a "trusted advisor".

CIRCULAR 230 DISCLOSURE

In conformity with U.S. Treasury Department Circular 230 tax advice contained in this communication and any attachments is not intended to be used, and cannot be used, for the purpose of avoiding tax penalties that may be imposed under the Internal Revenue Code, nor may any such tax advice be used to promote, market or recommend to any person any transaction or matter that is the subject of this communication and any attachments. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.