Our first meeting would be simply a time to evaluate the service that I would provide and whether that would fit your needs. In order for it to be a constructive meeting I would suggest that you bring your prior year's tax returns and, or current year's financial statements. This will provide me with the opportunity to better evaluate your needs and allow me to provide you with a better estimate of fees.
For the past 20 years, I have been the owner and sole operator of an accounting and tax practice in Naples, FL. I graduated from the University of Buffalo with a BS in accounting in 1982. I started out in NYC and worked for Coopers & Lybrand in their financial services audit division. From C&L I moved to Kidder, Peabody & Co., in 1986, a wholly owned General Electric broker dealer where I worked in the controller's area.
I moved to Naples in 1995 after purchasing my small accounting and tax practice in Golden Gate. I have remained here since. If you are looking for an accounting professional I hope that you will consider me.
For the past 20 years, I have been the owner and sole operator of an accounting and tax practice in Naples, FL. I graduated from the University of Buffalo with a BS in accounting in 1982. I started out in NYC and worked for Coopers & Lybrand in their financial services audit division. From C&L I moved to Kidder, Peabody & Co., in 1986, a wholly owned General Electric broker dealer where I worked in the controller's area.
I moved to Naples in 1995 after purchasing my small accounting and tax practice in Golden Gate. I have remained here since. If you are looking for an accounting professional I hope that you will consider me.
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