We are a full-service tax preparation firm, having served the Perkiomen Valley since 2009. Our number one priority has been, and will always be putting you, the client, first! We strive to take the utmost care when it comes to listening to your needs, sorting out the details of the task at hand, and applying our tax expertise in order to achieve the most ethical, feasible, and accurate tax solutions for our clients. We know the right questions to ask, and the right information to look for, to make sure you are only paying the taxes you are legally allowed to pay and if you get a refund, you get the most you are entitled to on your refund. We go through extensive and continuous training and use the latest technology to make sure your taxes are done right.

I am an Enrolled Agent (EA). As an EA, I have earned the privilege and have unrestricted rights of representing taxpayers before the Internal Revenue Service.

I am also part of the Annual Filing Season Program (AFSP). Those who choose to participate in this program can meet the requirements by obtaining 18 hours of continuing education.

I complete over 140 hours of continuing education credits each year to keep current on the tax and accounting changes. This is many more than what is required of the IRS and the accounting profession.

My areas of expertise include: Transportation, Education, Warehouse Workers, Mechanics, Real Estate Rentals/Vacation Homes, Sole Proprietorship, Small-Business, and the Self-Employed.


  • National Association of Tax Preparers (NATP)
  • Board of Directors Pennsylvania Chapter of NATP
  • National Association of Enrolled Agents (NAEA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Pennsylvania Society of Tax & Accounting Professionals (PSTAP)
  • Central Perkiomen Rotary


  • Bachelors of Business Administration from Temple University (2016)
  • Associates in Science Degree Business Administration from Montgomery County Community College (2008)

Personal Information

  • Married over twenty-five years with three grown adult children
  • RVing
  • Bicycling
  • Retired from the Transportation Industry with over thirty years’ experience
  • Boy Scouts of America – Eagle Scout (1983)