Call to find out more: 215.341.4206





As a sole practitioner, I can provide you with exceptional attention and competitive rates. Also, unlike a larger firm, you will never face the loss of continuity and experience when your assigned contact moves on: you will always work with me. 

Here is a selection of the ways I can help.

  • Compilation or review of financial statements for non-profit organizations and commercial businesses

  • Account reconciliation and reporting for small businesses, start-ups, and non-profit organizations

  • Designing and setting up accounting systems for small businesses, start-ups, and non-profit organizations​
  • Consulting on the design of internal control for the deterrence of fraud

  • Reconstructing missing or destroyed books based upon external sources of information

  • Analyzing accounting records and financial data for the resolution of disputes, government appeals, or litigation

  • Statistical analysis of data to arrive at insights for decision-making purposes, including projections and forecasts
  • ​​Preparation and filing of Federal and State forms for individuals (Form 1040)

  • Preparation and filing of Federal and State forms for businesses:
    • Sole-proprietorships (Form 1040 Schedule C)
    • Partnerships (Form 1065)
    • S-corporations (Form 1120S)
    • C-corporations (Form 1120)

  • ​Preparation and filing of Federal information returns for non-profit organizations (Form 990)

  • Preparation and filing of payroll and information returns (941, W-2, 1099, and so forth)

  • US tax compliance for international tax accounts and investments (FBAR/FinCEN 114, Form 8938, and others)

  • US tax compliance for foreign income (Foreign Earned Income Exclusion, foreign tax credits, determination of US residency for tax purposes, application of tax treaties and Social Security totalization agreements)

  • Preparation and filing of Canadian federal and provincial returns:
    • Resident individuals (CRA Form T1 and provincial schedules, and Québec Form TP-1)
    • Non-resident individuals (CRA Form 5013-R)
    • Corporations (CRA Form T2 and provincial schedules, and Québec Form CO-17)