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Welcome to your web site. And I mean your web site because this site was designed foremost with my clients in mind. Inside you will find a wealth of valuable tax and financial information that I hope you will find useful.
If you are not a client, feel free to browse the site and use any information you may find helpful. If you have any questions or would like a personal consultation, please contact me in the manner that is most convenient for you.
Personal Service
You will always deal directly with me for all your professional needs, not with a junior accountant or staff person unfamiliar with your unique circumstances. My promise to you is that the service will be expert, timely, professionally discreet and reasonably priced.
My expertise is borne of 30 years of professional experience and the most current professional research materials available. Timely service means that all services will be delivered when promised and all communications will be responded to promptly. Professional discretion is the cornerstone of trust and will never be compromised. I believe you will find my prices to be highly competitive as compared to CPA firms with large office overheads and even when compared to national tax preparation companies.
Staying Current
Offering excellent service also means staying current with technical knowledge. I obtain 80 hours of continuing professional education as required by the Michigan State Board of Accountancy. This assures I have the latest knowledge to address your issues.
Independence
I will remain independent. Certified Public Accounting regulatory agencies have relaxed rules governing the ability of CPAs to receive commissions for the sale of insurance, mutual funds and other financial products. While many CPAs have chosen to become affiliated with various financial services firms, I firmly believe that financial incentives that flow from these arrangements taint the quality of the advice that a client will receive. Therefore, I will not engage in any commission arrangements with any outside parties.
Professional Qualifications
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Certified Public Accountant licensed to practice in Michigan |
| | • | American Institute of Certified Public Accountants member | | | • | Michigan Association of Certified Public Accountants member | Professional Experience Public Accounting (10 years) | | • | Coopers & Lybrand (now PricewaterhouseCoopers) Senior Tax Manager | | • | BDO Seidman Senior Tax Manager |
Private Industry (10 years)
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Regional Controller, Club Corporation of America — resort ownership and management |
Education | | • | BBA Western Michigan University, Accounting Major, Economics and General Business Minors, Cum Laude | | | • | University of Cincinnati, Advanced Studies in Taxation |
Community
| | • | Board Member, Save Leelanau Farmland, Inc. |
| | • | Suttons Bay Congregational Church Board of Trustees |
| | • | Past President, Board of Trustees, Montessori School of Leelanau |
| | • | Past Treasurer, Leelanau Ski Club |
| | • | Northport Community Band and other community musical endeavors |
Personal
| | • | Married 30 years with two children | | | • | Leelanau County resident for 24 years |
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