Middleton Town, Wisconsin, United States
Accountant, Certified Financial Planner and Enrolled Agent, with over 35 years experience in the healthcare enviroment. I specialize in helping health care professionals achieve professional and personal success and fulfill their goals. Our strong commitment to measurable results and full range of services including Wealth management, Trust services, IT consulting, Valuation, Fraud and Healthcare revenue managment allows me to find support in servicing almost any client need. I also stress strong tax planning in order to minimize taxation in business and personal issues. As an Enrolled Agent I am licensed to practice and represent clients before IRS. SpecialtiesAs an Enrolled Agent, I offer IRS representation on all tax issues, both personal as well as business. My continuing education requirements as an Enrolled Agent allow me to stay abreast of the ever-changing convoluted tax laws, which allow me to better serve my clients.
Partner in Healthcare consulting firm specializing in medical and dental practice management and medical billing and revenue cycle management