Jeff is one of our Senior Tax Preparers and a licensed CPA. He prepares the Corporate and Partnership returns for the office. He also has extensive bookkeeping experience and is the go-to person in the office for QuickBooks.
Prior to joining the firm in 2018 he worked for various CPA firms for over 28 years and spent 9 years working in the accounting and tax departments of various companies.
Jeff was born in New York and came to Dallas in 1972 as a result of his parents wanting to raise their children in Texas.
Jeff and his wife Sandi have resided in Plano for the past 30 years and have one daughter, Rebecca, who earned her Engineering Physics degree from Embry Riddle Aeronautical University. She lives in Austin and works as a Data Analyst for an International Company.
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