We are a Pittsburgh- based tax and accounting firm located in the corridor west of the city in the energetic Robinson Township area. Our office is conveniently located minutes from downtown and the Pittsburgh International Airport right off of routes 79 and 376.
Our firm is dedicated to servicing you promptly with any and all questions or concerns you may have in regard to taxation, business consulting or financial planning. Our hometown promise is that we will walk you step by step through any issues, ideas and planning situations that may arise from your personal tax situation.
Please see our list of services and let us know how we can help you. We will assist you in understanding our services and rates and tailor a step by step plan to meet your needs. We build relationships by exceeding your expectations.
Tax preparation (individual and business): Prepare Forms 1040, 1120S, 1065, 1120, 990.
Self-Employed businesses: sole proprietors, LLC’s, Schedule C income tax issues.
Audit assistance and installment agreements for back taxes owed.
Business structure, tax planning, multi state taxation issues.
QB advisory and consulting (including monthly reports): monthly entries, teaching of the QB program.
Financial planning (retirement accounts, IRA’s, SEP’s, portfolio management).
Financial statement reviews and compilations: reporting on financial statements (used by third parties).
Education: Robert Morris University (Masters of Account, Finance, Economics & Tax)
Specialities: Budgets, Small Business, Strategic Planning, Accounting, Financial Analysis, Tax, Coaching, Team Leadership, Tax Preparation, Customer Service
Personal Information: Ice hockey coach-Thomas Jefferson High School, North Allegheny High School, Pittsburgh Central Catholic and Upper St. Clair. Member U.S. Political Science Academy.
Education: BSBA Clarion University (Accounting)
Certifications: CPA- Certified Public Accountant
Specialities: Individual income tax, multi state corporation tax, self employed individuals and s corporations
Credentials: 7 year's experience, including 3 with a large public accounting firm. Assistance with IRS representation for many large companies and individual tax payers. Extensive work experience related to multi-state corporations and taxation. Extremely knowledgeable with personal income tax return preparation (Form 1040) along with small and self employed businesses(Schedule C/1120S/1065), Experienced with QuickBooks and QuickBooks consulting. IRS audit and other representation capable. Recieved numberous hig praise from Angie's List customers. No tax questions too big or too small to answer or consult on.
Personal Information: Western PA born and raised. Pittsburgh Penguins fan and season ticket holder. Loves to golf, fish, and spend time with his family.