I believe my varied background provides me with the ability to help clients in not only areas of taxation, but also, in related areas.  My work and academic experiences include:

• BBA – Accounting, University of Wisconsin Milwaukee
• Professional designations including Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Payroll Professional (CPP)
• Audit, Ernst & Whinney (Ernst & Young)
• Director of Marketing, Aardvark/McGraw-Hill (A division of McGraw-Hill specializing in the development and sale of personal and business tax planning software)
• Director of Payroll and Accounts Payable, Monster Worldwide (monster.com)
• Financial Advisor, Merrill Lynch and Ameriprise
• President & Founder, Essential Software, Inc. (Financial software company specializing in business valuation, financial forecasting, and other software for CPAs and financial professionals)
• Admission as a Business Valuation Expert for Wisconsin Circuit Court lawsuit proceedings
• President & Founder, Financial Institute Inc. (Organized for the development and sale of internet related financial software; and tax preparation, financial consulting, & “CPA” related services)
• Preparation of personal and business tax returns for more than a decade