With a bachelors degree in Communications I returned to Loyola University, in New Orleans, to pursue the required courses to take the CPA exam. I attended night classes while working for a New Orleans accounting firm.
I value continuing professional education beyond my CPA certification and believe it is important to continuously acquire new skills and knowledge. Annually I take 40 hours of Continuing Education courses on a variety of subjects.
As a practicing CPA with over 29 years of experience, I have previously served on two committees with the Society of Louisiana Certified Public Accountants and I have participated in many Society-sponsored community service projects. I am a member of the American Institute of Certified Public Accountants including it's tax section, National Association of Tax Professionals and the Society of Louisiana Certified Public Accountants.
I comply to the strict ethical standards of the profession and participate in the Society of Louisiana CPAs' Peer Review Program which monitors the quality of the service my firm provides.
The firm was founded in 1992. After the New Orleans CPA firm I was employed with was sold to a larger local accounting firm, I decided to open my own practice. My firm is a one-man operation that prides itself on personalized service. I can accommodate busy schedules by working with you in person or electronically.
Since its start, my firm has expanded its service offerings to meet the changing needs of clients and the marketplace. I do much more than taxes and other traditional services. I can provide a full-range of services -- a one-stop personal and business advisor.
Financial Statement Presentation (Preparation)
Income tax preparation
Other traditional services
o Management Advisory Services (Benchmark Accounting)
o Accounting For Investments
o Accounting systems
o Financial planning
o Income tax planning
o Business consulting services
o Computer consulting
o Other expanded services
I have adopted the American Institute of Certified Public Accountants' CPA Vision. The CPA Vision is an unprecedented, profession-wide initiative undertaken by a profession determined to become a leader in change. Never before have CPAs come together from all areas of the profession to embrace the challenge of defining the future, for themselves and on behalf of those they serve.
I am committed to the CPA Vision and becoming the best professional possible to ensure the success of my future - and yours.