w Individuals – Personal tax planning and   preparation. Emphasis  on business owners and professionals including Bank Officers, Lawyers, Physicians and Dentists. Tax Advisor to High-Net Worth Individuals.

w Businesses – Specializing in closely held businesses with emphasis on Developers, Contractors, Medical and Dental Practices. Experienced in analyzing businesses to help promote maximum profitability. Preparation of Partnership, Corporate, Limited Liability Company and Sole Proprietor tax return

w Estates – an acknowledged specialist in estate and trust tax work. He has been the administrator of an estate valued at over $2,000,000 and was responsible for discovering and recovering over $750,000 in "lost" assets. Handles estate inventories and commissioner’s accountings.

• 30 years of experience as a CPA.
• 25 years as owner of a large local certified public accounting firm.
• 3 years on both the audit and tax staff of Price Waterhouse.

• Bachelor of Science in Commerce, Concentration in Accounting from the McIntire School of Commerce of the University of Virginia in 1980.
• Master of Science in Taxation from the Graduate Business School of the College of William and Mary in a joint degree program with the Marshall-Wythe School of Law of the College of William and Mary in 1993.

• Certified Public Accountant – 1983
• Certified Financial Planner – 1996
• Personal Financial Specialist – 1996

• American Institute of Certified Public Accountants
• Virginia Society of Certified Public Accountants
• Peninsula Estate Planning Council
• Financial Planning Association

• Rotary Club of the Virginia Peninsula, Current Member and Past Board Member.
• University of Virginia Alumni Association Member.
• William & Mary Alumni Association Member.
• Warwick Memorial United Methodist Church, Current Member and in prior years, Nominations Committee Member, Finance Committee Member.
• Prior Activities - Cub Scout Den 7 - Flaming Arrows, Pack 313  Assistant Den Leader and Past Den Leader.

• Appointed to a three-year term on the Advisory Board for Thomson-Reuters, Inc, a leading manufacturer of accounting and tax software for the accounting industry.
• Speaker at the Thomson-Reuters Tax and Accounting Software National User’s Conferences in Philadelphia, San Francisco, Orlando, San Antonio, Phoenix, and Las Vegas, Hawaii, New Orleans, etc.  Over 1,000 CPA's and tax professionals attend annually.
• Keynote Speaker for the South Carolina Tax Council Members Conference in Savannah, GA in 1999. 
• Featured in the The Practical Accountant, Accounting Technology, Accounting Today and the Journal of Accounting Technology Magazines.
• Featured on front page of Accounting Today magazine in December 2000.
• Named Accounting Technologist of the Month in Accounting Technology Magazine in January 2001.
• Featured in an articles in the Daily Press.
• Author of articles on financial planning and tax planning in the Virginia Peninsula Chamber of Commerce Newsletter, and the Oyster Pointer, a local business publication.
• Featured in numerous articles related to accounting, tax and technology issues facing the profession. (Google click here)