About My Firm

For over 20 years, I have been providing quality, personalized tax and financial guidance to individuals and their related entities.  My expertise includes income tax, estate, and financial planning.  I have worked with individuals, estates, trusts, partnerships and S-corporations.     

I earned both my Bachelor of Science degree in Accounting and my Juris Doctorate degree from DePaul University in Chicago, Illinois.  I worked at Ernst & Young for over 10 years specializing in individual and fiduciary taxation, and estate and financial planning.  After leaving Ernst & Young, I partnered with a team of professionals in servicing a high net worth family office, integrating income tax planning, estate planning, compliance, and trust administration.  I also represented the office in all aspects of tax controversies with various government agencies.  I am a member of the American Institute of Certified Public Accountants and the Illinois State Bar Association.  I have also been a guest speaker at the Chicago Bar Association.

My Mission

My mission is to provide personalized services by partnering with my clients and working through all aspects of their tax needs including tax planning, consulting, preparation, and controversy.  I specialize in providing quality services to individuals, family groups, high net worth individuals, owners of closely held businesses, and younger individuals anticipating success.