We have been in business since 2002.

I have a bachelor's degree in accounting. I have 24+ years of accounting and auditing working in state government. I began my tax preparation carrer with H & R Block. 

I began my own business because I wanted to give my clients personalized attention. You can be assured that I will take the time to explain any questions you may have.

I became an Enrolled Agent in 2005 by passing a rigorous 2 day exam.

As an Enrolled Agent I can represent my clients before the IRS in matters of audits, appeals and collections.(see What is an Enrolled Agent page for more information)

In order to maintain my Enrolled Agent designation I am required to keep up to date on the changing tax laws by earning 72 CPE credits within a three year period. This assures my clients that I will look for the best way they can benefit from the tax laws as they apply to each individual situation.

Member of:

American Institute of Professional Bookkeepers

American Society of Tax Problem Solvers

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Microsoft Professional Accountants Network Consultant

National Society of Accountants

Vice Presidnt  of the Rhode Island Society of Enrolled Agents

Member of the Central Rhode Island Chamber of Commerce