Jeffrey has been serving Bucks and Montgomery County residents and businesses for over 33 years. Prior to starting his own practice in 2000 he worked for several accounting firms in a variety of roles such as Auditor and Tax Manager. He spent 9 years at Independence Bancorp, Inc. serving as the Vice President of Taxation before leaving to fulfill his dream of starting his own company.
Part of the dream, was to provide a comfortable setting in a home office, giving our clients a sense of trust and relaxation.
Jeffrey has worked with his wife, Donna since 2006. Donna received her Bachelor of Arts in Economics and since then has become a certified tax preparer. She prepares individual tax returns and Quickbooks education and bookkeeping support to our many small businesses.
Jeffrey is a Pittsburgh native, Steelers fan and proud Villanova alumni where he not only received his Bachelor of Science in Accounting, but also his Juris Doctor of Law and finally his Masters in Taxation. Jeffrey is an active member of Our Lady of Mount Carmel Parish and founder of Bucks County Holiday Helpers, which provides holiday gifts to over 800 children annually since 1988.