Certified Public Accountant CPA who helps businesses and individuals improve, understand and better manage their business, accounting and taxes to plan forward.
Cloud based accounting, payroll and business planning services. Real time collaboration and planning with businesses and business owners.
Accounting and auditing
Financial statement preparation and advisory services
Foreign Account Tax Compliance Act (FATCA) reporting (Foreign bank accounts and assets)
Business Valuations and Consulting
Tax returns, tax planning and consulting
Estate, gift, and trust taxation
CFO Special Projects / Forecasts / Budgets / Projections
Business Planning / Business Plan Assistance / Due Diligence
Tax planning and tax returns for non-resident aliens
FIRPTA: Form 8288 series, Form W-7, ITIN TIN
Foreign bank and asset reporting: FBAR FinCen 114 Form 8938
Cryptocurrency / Bitcoin / Digital currency/ Virtual Currency / Blockchain / Ethereum
Bachelor of Accounting from University of Florida.
Master of Accounting degree from Florida Atlantic University.
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
National Association of Certified Valuators and Analysts (NACVA)
School Board-Spanish River Christian School, Boca Raton, FL
Deacon (Rotating)-Spanish River Church, Boca Raton, FL
Mentor-AICPA American Institute of Certified Public Accountants
Past Coach/Mentor-Upward Basketball league
Past President-Spirit of Giving Network
Past Treasurer-Spirit of Giving Network
Past Treasurer-Boy Scouts of America Local unit Pack 244 (Lake Worth, FL)