Our Qualifications




Forty (40) Years Experience in accounting and taxation. - An Enrolled Agent since 1987 - An Accredited Tax Advisor since 1988 - Licensed MI Insurance Agent since 1997 (Accident and Health, Life and Variable Contracts) - Series 6 & Series 63 Securities Licenses since 1997. Currently a Registered Representative of HD Vest Investment Services SM - Professional Memberships: National Society of Accountants; National Association of Tax Professionals;  National Association of Enrolled Agents.