About our Firm
Firm Overview
We are full service accounting firm specializing in tax, financial services and college planning.
Our goal is to provide you with complete services to meet these needs, and put you in control of your financial affairs. We recognize that your financial needs and goals will change over time, so we offer a spectrum of services. We can demonstrate the short- and long-term benefits of smarter tax strategies and improved financing and investment decisions.
Our Mission
Our mission is simply to exceed your expectations. Our goal to help clients meet their financial needs in the present while planning for the future. Personalized attention is the gold standard we practice.
Our Team
With over 25 years of experience as a Certified Public Accountant, Brian has developed a well diversified background to service your needs. Brian’s goal has always been to exceed clients’ expectations. Minimizing clients’ taxes naturally led to helping plan for their financial future, resulting in the expansion of his practice over ten years ago into financial services. Recently, after personally dealing with the high cost of college, Brian has expanded his services to include planning for college, on both an academic and financial level.
The result is that Brian has developed a national reputation in college planning appearing on CNBC’s Wall Street Journal Report, Bloomberg News and Channel 6 in Philadelphia. He has been interviewed by The Wall Street Journal, Reader’s Digest, New York Times, LA Times and Chicago Tribune.
Lauren graduated from Rutgers College in 1995 with a BS in Accounting. She started her career in public accounting where she performed audit, review, litigation support and tax services. She then spent eight years in the telecommunications industry with AT&T, advancing through the Consumer Controllers Organization to Assistant Controller – Revenue Recognition while getting an MBA from Rutgers. Lauren has joined the firm to perform tax services, and is playing an integral role in the expansion of our financial planning service segment.
Ginger has 14 years of experience as a CPA with national, regional and local firms in Minnesota, Mississippi and Maryland. She has a Masters in Taxation from the University of Alabama and specializes in tax planning and return preparation for both businesses and individuals. She has also taught accounting and tax courses at various colleges and universities including The University of Mississippi and Villa Julie College.
