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office: (561) 798-9988
fax: (561) 798-4053
I am a Partner in Templeton & Company?s Tax Services Division. I have been providing experienced accounting and tax services, business consulting, tax planning and representation before tax agencies for more than 18 years. I am a Diamond Level Quickbooks ProAdvisor with advanced certification and have assisted both small and large businesses in all products offered. I assist clients in an individualized manner that instructs, advises, and assures the best possible result with sound solution based advice. I have also been a partner with two previous firms in Kentucky: one that provided tax planning to high net worth clients and one that provided a variety of concierge type payroll, tax, accounting and auditing services. I have worked closely with many types and sizes of businesses in providing start-up planning, tax advisory services, assistance with obtaining various tax credits, as well as support with the disposition of businesses.

  • CPA (Certified Public Accountant)
  • Accountant
  • Bookkeeper
  • Tax Preparer

  • Network support
  • Hardware/software sales

  • Income tax preparation/planning
  • Financial planning/investments
  • Fixed asset management

  • QuickBooks setup
  • QuickBooks phone consultation
  • QuickBooks Remote Access
  • QuickBooks training/seminars

  • Audits / reviews / compilations
  • Bookkeeping
  • Write-up

  • Agriculture/Farming
  • Automotive Sales/Repair
  • Computer/Software
  • Construction/Contractors
  • Consulting
  • Design/Architecture/Engineering
  • Financial Services
  • Government Agency
  • Hospitality
  • Insurance/Brokerage
  • Lawn Care/Landscaping
  • Legal
  • Manufacturing
  • Medical/Dental/Health Services
  • Non Profit
  • Property Management
  • Real Estate/Developer
  • Restaurant/Bar
  • Retail
  • Salon/Beauty
  • Telecommunications
  • Transportation
  • Wholesale Distribution
  • Other

  • QuickBooks Desktop Basic / Pro / Premier
  • QuickBooks Desktop Premier: Contractor Edition
  • QuickBooks Desktop Premier: Manufacturing and Wholesale Edition
  • QuickBooks Desktop Premier: Retail Edition
  • QuickBooks Desktop Premier: Professional Services Edition
  • QuickBooks Desktop Premier: Nonprofit Edition
  • QuickBooks Online Edition
  • QuickBooks Desktop Enterprise Solutions
  • 3rd party applications integrated with QuickBooks
  • Quicken
  • TurboTax
  • QuickBooks Payroll Products
  • Intuit Payroll
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