providing bookkeeping services since 1986 where he became the Controller for a small chain of Southern California nightclubs and restaurants. As he grew his bookkeeping clientele, he expanded his professional experience in the early 1990′s by getting his Tax Preparer’s license and then expanded further by obtaining his Series 7 license to sell stocks, bonds and mutual funds. After moving to North Carolina, he gave up the financial planning side of his business to concentrate on the bookkeeping and tax services side. He has since built a modest business of clients that range in difficulty but are always made to feel like family. He prides himself on personal,

friendly and affordable business relationships. Many of which he has

retained from the early 1990′s when he started as a tax preparer.