About Us

After 30 years in business we have learned that there is more to life than just making more money. We strive to help our clients to achieve a genuine balance in life with an awareness of what is truly important and a realization of the reasons that they work so hard. Life is short, there are many things to do and there is no reason your business can’t succeed because “you have a life”.

We believe you will actually do better when you do find that balance and so will the people around you. We understand that this mentality is not for everyone but it might be time for you to consider it. If you share this approach or would like to see if you can find a more enjoyable balance, we would like to extend an opportunity to talk with you.

Jeff graduated from Fairfield University with a B.S. in Business Administration with a concentration in Accounting.

He began his career at Deloitte Haskins & Sells (now Deloitte & Touche) and has spent the last thirty years in working for public and private companies including his own firm for the last fifteen years.

He is a licensed CPA in the states of New York, California, Texas and Connecticut and has worked various industries including Real Estate, Entertainment, Service and Manufacturing.

He received his MBA in International Finance from New York University.

He received his Masters in Taxation (MST) from Northeastern University.

He currently specializes in Tax and Estate Planning for Start-ups and High Net-Worth Clients.

He is a member of the AICPA and all of the State CPA Societies in which he is licensed.

Jeff also received his Master of Arts in Clinical Psychology from Pepperdine University and is a Licensed Marriage and Family Therapist in the states of California and Texas.