Karen's performance as my CPA for the past three years has been consistently outstanding.

I initially engaged her services at the complex transition point in my life from business retirement and simultaneous standup of my small business.

Since then, Karen has become my trusted advisor in all financial and tax matters.

She is encyclopedic in accounting best practices, tax law and is exceptionally skilled in developing forward planning options. What makes her services so valuable to me is the time she has taken to build a professional relationship that I can count on.

She understands my risk tolerance and financial needs in detail and works proactively to provide me with sound advice and options. It is a joy working with her.