Helped numerous small businesses to set up, maintain effective accounting, financial reporting systems
Advised small companies on business matters, helped them grow
Supervised investment firm’s growth from a small startup firm into regional company with holdings in shopping center, large commercial and residential buildings, subdivisions
Helped startup information retrieval company take off; returned to revitalize the entity, overhauled accounting infrastructure, helped position as acquisition target, negotiate buyout offer
Saved millions of dollars over the years through ingenious tax planning on a large number of business and personal tax situations
Successfully represented client in five-year comprehensive multi-million dollar IRS audit of business and personal taxes, resulting in zero liability
Investigated and uncovered cases of fraud in various businesses, compiled evidence for legal prosecution
Successfully represented European client, negotiated with IRS using unique strategy in potentially landmark case