FAQs
- What education and/or training do you have that relates to your work?
The Virginia Board of Accountancy requires 40 hours of continuing education annually for individual license renewal. I have completed 40+ hours of continuing education each year since 1973.
- What types of customers have you worked with?
Annual tax return preparation for corporations, s corporations, partnerships, trusts, estates, private foundations and individuals. Representation before Federal and Virginia tax authorities in response to adjustment notices and examinations. Transaction planning and tax research to minimize tax liabilities. Assist clients with financial decisions by doing various types of financial analysis. Assist clients in civil litigation as an expert witness.