CPA and Business Advisory

  • Helped numerous small businesses to set up, maintain effective accounting, financial reporting systems 
  • Advised small companies on business matters, helped them grow 
  • Supervised investment firm’s growth from a small startup firm into regional company with holdings in shopping center, large commercial and residential buildings, subdivisions 
  • Helped startup information retrieval company take off; returned to revitalize the entity, overhauled accounting infrastructure, helped position as acquisition target, negotiate buyout offer 
  • Saved millions of dollars over the years through ingenious tax planning on a large number of business and personal tax situations
  • Successfully represented client in five-year comprehensive multi-million dollar IRS audit of business and personal taxes, resulting in zero liability 
  • Investigated and uncovered cases of fraud in various businesses, compiled evidence for legal prosecution
  • Successfully represented European client, negotiated with IRS using unique strategy in potentially landmark case