About

financeBackground and Experience:

At the age of 20, I entered into my first entrepreneurial  endeavor establishing a successful retail store in downtown Iowa City. After acquiring a Master of Arts in Accounting from the University of Iowa, I was offered and took a position with the international accounting firm, Deloitte, Haskins and Sells (now Deloitte Touche Tohmatsu) where I acted as a lead consultant in the Emerging Business Service division. Following my tenure with DHS I served as the controller for a major Midwestern mechanical contractor and the Chief Financial Officer for a marketing and data processing firm. With an extensive and diverse accounting and financial background I am able to provide expert counsel to my clients in all areas of business management.

 

About Us:

My firm specializes in providing tax, financial, and mangement advice to individuals and small businesses. I provide not only all of the traditional income tax preparation services, but also comprehensive business management and personal financial planning services. Because of my diverse background. I understand the unique needs of individuals and the challenges facing small businesses. By working closely with other professionals, including attorneys, brokers, and advertising specialists, I can help you find the most effective solution to your business problems. Let me help you search out the best possible way to obtain you short-term and long-term financial goals.