I have been in public accounting for over nineteen years, the last sixteen of which have been spent exclusively in the tax arena and more specifically in the high net-worth space. Currently my position at BDO USA, LLP is a Tax Senior Director and I work in the New York City metropolis. My primary responsibilities include tax planning for high net worth individual clients as well as growing the firm’s high net-worth client base. Additional responsibilities include reviewing income tax returns for various forms of business entities, calculating estimated tax payments for corporate and individual clients, ensuring client compliance with tax regulations in connection with their business transactions and other miscellaneous tax-related projects. One of my greasiest talents is helping people develop and thrive every day.
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
BA, Accounting- Cum Laude G.P.A. 3.3, Texas A&M at Kingsville, Texas
MS, Taxation - G.P.A. 3.4, Zicklin School of Business at Baruch College, NYC