OVERVIEW-- I prepare individual and all manner of business and trust tax returns, am also a Certified Fraud Examiner, and Investment Adviser Representative (Series 7), non-profit audit partner and relentlessly help network, educate and promote my clients. SPECIALTIES: I help clients choose their entity, organize their business and file their tax returns. I have a particular niche with self-employed professionals, artists and designers and have conducted workshops and webinars for a number of years. On the financial planning end, I also hold a license in Life and Health, and collaborate with other professionals for investment management and policy execution. Finally, my passion is my singular newsletter, "Enlightened Accounting: Dispatches from the Zen Mensch", which addresses dry business and tax topics in a creative and unique way -- so I am told.
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