Click here for his
Resume and Curriculum Vitae (PDF, 11KB)
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Here's what he has to say:
"I believe tax advice and planning is only good advice if it's good
business and financial advice also. Therefore, I must know your business and you.
I must understand your professional and personal objectives and goals. To accomplish this, I must work
with you personally. Only then am I able to provide you and your business advice that
works from both a tax and financial standpoint, and is consistent with your goals
I take a 'hands-on' approach. I use my staff (I prefer team) to
support me, not replace me. All consultation and planning sessions will be with me
We are, as a result, a 'boutique' firm. We serve selected quality clients who
come to us by referral only.
Yet, despite this approach, we offer a 'world' of resources. Indeed, we have
With our international expertise, we serve clients throughout the world! We have
state-of-the-art computers and software; a wealth of research capabilities through our
tax library; efficient and comfortable surroundings.
We have developed relationships with attorneys, financial experts, and other CPA's throughout
San Diego County, Miami, Los Angeles, Mexico City, Tijuana, and Washington, D.C.
We have access to trust and holding company resources in Switzerland, Isle of Man,
Bermuda, Caymans, Great Britain, Belgium, Luxembourg, and Ireland.
I want my clients to view me as a resource. I want you to pick up the phone and
call me first. If I can't help you, I'll find someone who