Getting to know his clients and what makes them both happy and successful is one of the ways that Al is able to offer them expertly-tailored tax and financial solutions. After spending almost thirty years in the industry, he has also developed an important specialization in not-for-profit organizations.
Not only does Al devote time to consulting and developing his Not-for-Profit clients while he’s at the office, but he also volunteers a great deal of his free time outside of the workplace: serving as an officer on several Not-for-Profit Boards, as President of his homeowners’ association, and as an active participant with the local Chambers of Commerce and in their events. This volunteer time gives Al a first-hand look at what it takes to make Not-for-Profit organizations tick.
Accounting and auditing of closely-held businesses and not-for-profit organizations
Business and not-for-profit financial consulting
Business succession planning
Corporate, individual and estate tax planning, preparation and consulting
Finance and debt consulting
Mergers and acquisitions
Learn more about our professionals and what makes them tick.