Staff CPAs

Our team of staff CPAs bring a strong foundation in tax preparation, planning, and compliance across a broad range of individual, business, and trust and estate income returns, as well as gift tax (Form 709) and estate tax returns (Form 706). Each CPA is focused on delivering accurate, timely, and technically sound tax work to support our clients’ needs and goals.

Among our team, Gail stands out with over 30 years of experience in accounting and tax matters. Her extensive background spans all types of tax returns and includes work at multiple levels of tax planning and preparation. including at the national level. Gail’s expertise and attention to detail make her a valuable resource for addressing complex and nuanced tax matters, while also helping uphold the firm’s high standards of excellence.

 To allow our CPAs to focus on preparing and reviewing tax returns, all client contact is managed through our administrative and support staff.