Mike spoke of his background and how he got into accounting. He was always good at math but also liked working with people. He first starting doing of lot of audit work but banks appreciated but individuals didn’t have as much interest.
He liked doing the tax preparation that gave him more contact with people so he got a Masters degree in that. Doing both tax and audit work gives him a good overall view of businesses.
His firm works primarily with businesses from startups to $30 million. Will work with individuals if especially complicated work. Also helps with pre-planning for year end and making sure retirement plans are tax efficient.
The firm’s niches are non-profits, labor unions, 401k audits and working with the Alliot group on international tax implications.
Give Mike a call if you hear a business needing tax or audit help.