About Me
I represent clients who are senior level executives of Fortune 500 companies, many of which are CEO's and CFO's. My area of specialty is tax controversy matters such as audit defense and collection. I am well versed with the complexities of state tax audits (New York, Connecticut, New Jersey and California) involving domicile, statutory residency and income allocation. The tax agencies are aggressively pursuing "high income taxpayers" for examinations. I attribute my tenacity for my high track record of successful outcomes for my clients. I am in the business of wealth protection. I have the client service skill set necessary to represent the affluent with professionalism and attention to detail that is expected from this client base. I have had CEO's tell me that I help them sleep better at night because I am handling their tax matters. I enjoy relationship building and am very passionate about protecting my clients' taxpayer rights in this overly aggressive climate.