Education

Bachelor of Science, Finance, University of Maryland, 1982
Bachelor of Science, Accounting, University of Maryland, 1984
Certified Public Accountant, Maryland, 1985



Professional Affiliations

American Institute of Certified Public Accountants
Maryland Association of Certified Public Accountants
Maryland Society of Accountants



Experience

I have 29 years of experience in the public accounting profession, and 25 years of experience as a fulltime, self-employed certified public accountant.

After obtaining my accounting degree in 1984, I accepted a position as a staff accountant with Stoy, Malone & Company, Certified Public Accountants, in Bethesda, Maryland. I primarily assisted with audits of the financial statements of various businesses and tax-exempt organizations. I also assisted with the preparation of tax returns for individuals, corporations, and partnerships. While with Stoy, Malone & Company, I successfully passed all four parts of the Uniform CPA Examination on my first sitting.

I obtained my CPA certificate in 1985 and accepted a position as an in-charge auditor with the firm of Edward F. Jesse, Certified Public Accountant, in Silver Spring, Maryland. I had hands-on responsibility for audits of the financial statements of tax-exempt organizations and HUD assisted housing cooperatives.

In 1986, I had the opportunity to work with Skigen & Associates, Chartered, Certified Public Accountants, in Rockville, Maryland. Michael Skigen was a professor of taxation at Georgetown University in Washington, D.C., and I value the opportunity I had to work under his tutelage. I obtained extensive experience in the areas of taxation for individuals, corporations, and partnerships, and I was promoted to the position of staff supervisor. On August 25, 1988, I resigned my position with Skigen & Associates to fulfill a longtime dream to start my own accounting firm.

 

 
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