Background

Experience:

• Over 25 years’ experience in public accounting
• Director of Tax Services
• Chair of the Hospitality Services Group
• Tax advisory services to closely held and medium sized businesses, including construction industry clients
• Knowledge in hotel, restaurants and other hospitality-related industries

Education:

• Bachelor of Science in Accounting, University of South Florida
• Master of Science in Taxation, Bryant University

Professional

• American Institute of Certified Public Accountants (AICPA)
• Rhode Island Society of Certified Public Accountants (RISCPA), member of Federal & State Taxation Committee
• Massachusetts Society of Certified Public Accountants (MSCPA)
• RI Hospitality Association (RIHA)
• TV Panelist for RISCPA Annual Tax Planning and Spring Tax Forum
• Leadership RI – 2009 Epsilon II class
• Rhode Island Estate Planning Council, member
• Recognized in 2007 Providence Business News 40 Under Forty

Community

• Newport County Chamber of Commerce, Former Board Chair
• Child & Family Services of Newport County, Finance Committee Member, Former Board Chair
• Rhode Island Foundation, Professional Advisory Committee

Recent Articles

• Tips to Prepare for Next Year’s Taxes Now
• 2023 Dirty Dozen Tax Scams
• IRS Proposes New Service Industry Tip Reporting Program
• IRS Announces that Most State Tax Payments Do Not Need to Be Reported on 1040
• Turning 73 in 2023? Here are your RMD Requirements