Drawing on extensive experience in tax research and strategy formulation, I offer tailored tax planning and preparation services to help businesses and individual clients minimize their tax liabilities, file their tax returns and achieve their financial goals.
I have experience managing daily accounting functions, including journal entries and trial balance workpapers for private equity funds, real estate funds and small businesses ensuring accurate and timely financial reporting, including financial statement preparation.
Leveraging expertise from my time with Ernst and Young, I perform detailed buy-side and sell-side financial due diligence for mergers, acquisitions, and recapitalizations, ensuring that clients make informed investment decisions.
I provide reliable and efficient bookkeeping services for small businesses and individual clients, ensuring daily financial transactions are accurately recorded and reconciled.
Whether you're a small business or an individual investor, I provide strategic guidance on financial forecasting, budgeting, and growth strategies to help achieve long-term success.
With experience in private equity and commercial real estate, I offer financial analysis and reporting services, including market research, investment tracking, and strategic insight into fund activities.
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