Professional accounting and tax services
Burlington-based practice servicing individuals and families on a variety of business and personal matters.
A personalized approach to the client-accountant relationship
I tailor all services to align with the unique situation and needs of each client. I work one-on-one with each client and am hands-on in all engagements to ensure quality and continuity of services.
Accounting
Accurate, timely and tech-enabled accounting and bookkeeping services tailored to your needs
Advisory
A hands-on and consultative approach to support business strategy, change and improvement
Tax
Establish the appropriate tax plan and satisfy tax compliance requirements to provide total peace of mind
My goal is to be a trusted first choice for individuals when it comes to advising on and servicing their business and family financial matters.
In addition to standard corporate and personal accounting and tax services, I offer a dedicated back-office service to owner-managed businesses and complex family business structures where they do not yet require full-time in-house resources or a formal family office service.
