I am looking forward to owrking with you on your tax and financial needs
2100 Constitution Boulevard
Sarasota FL 34231
I have over 30 years experience in the tax field. My credentials include working with a large accounting firm prior to starting my own business. I enjoy the personal contact in a smaller business and the close relationships which are formed with clients. I have also worked as an tenured Accounting Professor at Roosevelt Univesity, a securities broker with Raymond James and Associates and have owned two small businesses. I am able to relate to individuals and small business owners on an extremely personal level.
q & a
What characteristics do your favorite clients share?
1. Good organization of financial records. 2. Willingness to accept sound advice. 3. Willingness to refer frienda and relatives.
Roosevelt University, Chicago, Illinois
Master of Accounting
University of Illinois
Master of Political Science
01/1980 - present
Series 7 Securities License
Journal of Poltical Science
Florida Financial Consultants
Long Term Satisfied Clients - References upon request!
My rates are reasonable, I can bring my laptop to you to obtain your tax information in the comfort of your home.