We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

As a firm we embrace technology as a tool to enhance our communication, our technical knowledge and the practical application of tax laws and financial prinicples. Technology is the valuable resource that allows us to spend a greater amount of time directly with our clients.

Personnel Profile

Leslie has over twenty years of experience in public and private tax accounting and financial planning. She started her career with a local manufacturing firm and a national real estate developer and residential property management firm. With 16 years of experience at Ernst & Young as a Principal in Tax, she focused her experience in tax, estate and financial planning for executives, small business owners and retirees. Following Ernst & Young, Leslie joined a local financial planning firm to continue her focus on individuals and their planning needs. However recognizing that tax planning is inseparable from financial planning, Leslie formed her own firm to assist clients with both their tax preparation and tax planning needs as well as their overall financial planning needs.