As Atlantic Wealth Partner’s resident CPA, I’m focused on proactive income and estate tax planning and compliance, identifying little-known tax savings opportunities and using creative strategies to help clients retain more of the wealth they create. All of this is done in tandem with our in-house financial planners and other professionals on the team – attorneys, CPA’s and insurance advisors, in order to provide a wholistic approach to managing the complexities of your family’s financial future – as if it were my own.
My experience as an auditor in public accounting showed me just how many businesses struggle with their financial accounting and tax planning. I’ve seen hundreds of companies books and I thrive on opening a new set of financials to deliver fresh insights to owners and shareholders. No matter what your business or personal tax and accounting situation may be, we can help you cut through the data to make strategic, informed decisions that are best for your business and family.