Mission Statement

To assist clients in achieving their financial goals by providing high quality business and tax services, recognizing that responsiveness and personal attention to each client is critical to our shared success. To develop and maintain strong, long-term relationships built upon mutual trust. To achieve all these goals while adhering to the highest standard of integrity and ethics.

Professional Services

• Tax
  • Planning
  • Preparation
    • Individuals
    • Partnerships
    • S-Corporations
    • C-Corporations
    • Trusts/Estates
    • Non-Profits
  • Business Entity Selection
  • Withholding Analysis
  • IRS Problem Resolution
  • Tax Matter Representation

Background and Experience

• Certified Public Accountant
• Enrolled Agent, Admitted to Practice before the IRS
• Doctor of Business Administration
• Master of Science, Taxation
• Bachelor of Science, Business Administration, Accounting Concentration
• Fellow, National Tax Practice Institute
• Over 24 years tax and accounting experience
• Member, Virginia Society of Certified Public Accountants
• Member, National Association of Tax Professionals
• Past Budget Committee Member, Alexander Baptist Church
• Past Vice President, Virginia Society of Enrolled Agents, Hampton Roads Chapter
• Past Chairman, Audit Committee, Alexander Baptist Church

Publications

• Doctoral Dissertation: Evaluating the Efficacy of Internal Control Policies in Preventing and Reporting Fraud and Embezzlement in Churches, July 29, 2024
• Book: Sacred Trust: Strengthening Church Integrity with Internal Controls, September 18, 2024   
• Book: Revitalizing Faith: Bridging Generations and Reimaging Church Engagement for Young Adults, October 16, 2024