About


In eight years as a tax professional, Paul has gained strong experience in serving high net worth Individuals including professional athletes, Partnerships, and S-Corporations. He began his career in audit, where he developed a strong foundation in financial analysis and reporting. Over time, he integrated these skills with a focus on tax, shaping a well-rounded public accounting career that emphasizes precision and strategic insight.




Paul is committed to helping his clients increase their short-term and long-term tax savings through his tax advisory, planning, and return preparation work. He uses his research skills to identify appropriate tax strategies and opportunities for a specific client's tax situation and needs. He has delivered significant savings to his clients, for example, by reducing taxes on their rental properties, advising business clients on reducing taxes using R&D credits and applying 754 elections for partnerships.




Paul believes that clients are best served when tax advisors consider the entirety of their financial situations and goals – their tax impacting plans and events, in addition to tax compliance obligations. He is enthusiastic about collaborating with clients' Wealth Enhancement financial advisors to deliver the enhanced value that such collaboration can unlock.




Paul enjoys working closely with clients and strives to help them understand their tax obligations while maintaining compliance in the face of complex and everchanging tax regulations.




Paul is an avid golfer and a huge Philadelphia sports fan. He gets invited to a lot of weddings, having attended 22 in the past 2 years! When he is not golfing, attending weddings, or enjoying time with his family and friends, he's on the lookout for the latest true crime documentary. Paul lives with his wife in the Philadelphia area


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