I work with high-net-worth individuals and their families, as well as their closely held businesses, trusts, and private foundations. I help them navigate an array of challenges, including the implementation of different types of trusts, gifting strategies, and charitable donation strategies to minimize gift and estate taxes, collaborating directly with my clients’ attorneys and wealth managers to provide seamless solutions.
I believe in delivering high quality tax services with a commitment to approachability and positivity. I never want any of my clients to feel as though they are not important, because I truly care about their financial needs and cherish the trust they place in me to provide them with invaluable advice.
By adhering to impeccable delivery schedules and providing quick response times, I successfully help enhance my clients’ financial positions. Applying strategic insights, I realize the importance of my clients’ needs and do everything I can to make sure their questions and concerns — and tax returns — are addressed in a timely manner.
Beginning my career in 2005, I worked at several firms, including Frost, Ruttenberg & Rothblatt PC (which later merged with Marcum LLP) and BDO as a managing director in Private Client Services. This diverse experience has enriched my ability to provide excellent tax services to my high-net-worth clients.