I Can Make a Difference For You
Whether you are looking for a new accountant or simply wondering if you are getting the most from your current firm, find out how I can make a difference for you.

Highly Experienced CPA
Over twenty years of certified professional accounting experience and tax expertise
Expert Consultant
Able to provide virtual and in-person services for all tax and accounting matters
Professional
Unmatched experience and expertise from national tax firms available here in the Spacecoast!
What we Do
Full Service CPA Firm
Tax Services
- Individual Federal Income Tax
- Individual State Income Tax
- Sole Proprietorship Income Tax
- Corporate Federal Income Tax for S Corporations
- Tax Planning Services
- 1099 Preparation
- Sales Tax Preparation & Filing
- Federal & State Tax Audits
Accounting Services
- Bookkeeping
- Bank Reconciliation
- Non-Attest Financial Statement Services
- Budget Preparation
- Cash Flow Budgeting & Forecasting
- Personal Financial Statement Preparation
- QuickBooks Training
Consulting Services
- New Business Formation
- Interim Controller
- Personal Financial Statements

Resources & Calculators
We Provide Resources for Financial Management & Retirement Planning
Planning & Forecasting
Strategic tax planning services are available for both business and individuals tto maximize your tax savings and make year-end filing easier
Roth Conversions
Backdoor Roth IRA conversions and other tax minimizing vehicles require careful execution. Out guidance can help you maximize your savings and minimize your tax exposure
Retirement Planning
Plan for your future by minimizing your future tax exposure. We work with many excellent CFPs and attorneys to help you with estate, gift, and trust planning to help you reach your goals
Small Business Consulting
From business structure set-up, to operations, scheduling tax payments, optimizing accounting and controls, and even succession planning, we help you protect and keep the money you make
Providing personalized professional accounting services and guidance for over 20 years to meet my client's specific needs
(321) 345-7040
(321) 341-9400
Viera, FL
