In my nearly 20 years of private practice, I have enjoyed working with a variety of clients from all walks of life, in all stages, and at all income levels. Much as tax season can be grueling, I have come to understand the joy my mentor, Mel Cohen, always exuded when he welcomed old friends into his office, knowing that, if not for doing their tax return for the last forty odd years, he would never see them. I am honored to welcome back my tax clients year after year.
I am equally honored to visit my business clients each month or quarter, depending on their needs. Yes, I do their bank reconciliations and prepare their sales and payroll tax returns. These are the necessities of running a business and I am happy to relieve them of that burden. But my involvement goes deeper than that. I have come to see myself as their partner in many ways. We talk frequently, not just about the trials and tribulations of owning a business, but about their families, their vision of the future, and how best to get them there.
These human connections are at the core of my practice. If I had to sit at a desk crunching numbers all day I’d give it all up and go tend bar at the local pub, just so I could share stories with people like you. Lucky me, I get to hear your stories, and help you navigate our complicated tax structure and the ups and downs of our economy, all on the way to reaching your goals. Life is good, isn’t it?
