Bryan has more than twenty years of diverse accounting experience and is well-equipped to serve the needs of his clients. Having earned a BBA in Accounting, MST in Taxation, with a Certificate in Personal Financial Planning, he continues his education and training with the goal of remaining knowledgeable and relevant within the ever-changing world of tax code and accounting regulation. Bryan began his career working for two of the Big Four firms, and moved on to smaller local and boutique firms in Miami and New York City, ultimately attaining the position of Tax and Accounting Manager at a Westchester CPA firm.
Taxes and finances have a powerful impact upon our daily lives. Helping individual and business clients feel relaxed, confident, and like they have things under control is an important objective for Bryan. He particularly enjoys working with self-employed individuals and small business owners because of how dynamic and unique their tax and financial needs are. One size does not fit all, and every client has unique needs that deserve unique attention. Bryan derives a strong sense of fulfillment through helping clients navigate through the maze of compliance, suggesting ways they can improve profitability, and assisting with planning for the cash flow requirements of running their small business.
Bryan believes in nurturing long-term professional relationships with clients by providing high-quality service that adds value to their personal life or business. His goal is to help them feel confident and in control of their finances, so that they can focus on what they do best and love the most.
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57 Westchester Avenue, #451, Pound Ridge, New York 10576, United States
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