- CPA licensed
- 35+ years in Public Accounting, 20 years with one mid-sized firm.
- Expertise: S-Corps (true specialty), also C-Corps, Partnerships, 1040s, Estates & Trusts, HNW individuals
- Industries varied including manufacturing, professional services, real estate, construction
- Client sizes: Individuals AGI $1M–$2M, Businesses $1M–$5M (largest $15M)
- Software: ATX, ProSystem, ProSystem FX
- Preferences: $125k – $135k comp (flexible)
- Open to Manager – Director roles
- Flexible to work in office 5 days per week, hybrid, or remote.