Overview

I am uniquely positioned to help my business clients grow and prosper. Providing tax, planning and business consulting services to clients on both coasts and a few EU countries. In addition, I counsel high net worth individuals and small business owners on retirement planning. I am also the founding member of a consulting practice with a special focus on the specific needs of domestic partners and non-traditional families. We have partnered with attorneys, financial advisors, as well as insurance professionals under our association, the Domestic Partners Network.

I am interesting in continuing to grow my practice.

Market
CPA
Last Activity
within 4 months

Business Data

Blurred Charts

Specializations and Concentrations

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM System

Blurred Blurred Blurred

Loading...