In 1986, I founded LongwoodCPA and have strived to be a visionary leader of the practice since day one. My constant quest for knowledge and technological advances allow me to discover new and innovative ways to stay keenly attuned to the needs of all our clients. Here at LongwoodCPA, we use best of breed tools in a web-based platform where our staff can serve clients anywhere, any time, and on any device. I continually seek opportunities to help our clients, and our staff, achieve a work/life balance that is needed in today's world.
I was born in New York in the small Westchester town of Thornwood, 40 miles north of New York City. I am happily married and have a son and daughter who have blessed me with many energetic grandchildren! Besides our clients, my passions include playing the guitar (ask me about my new Martin sometime), movies, computers and their related hardware/software, and emerging technologies.
I earned my B.A. at Gettysburg College and completed my study of Accountancy at the University of Central Florida. After achieving my CPA designation, I earned my Certified Financial Planner (CFP) designation from the College for Financial Planning in Denver, Colorado. I also earned my Chartered Global Management Accountant (CGMA) designation. Earlier in my career, I was a senior accountant at Deloitte, Haskins + Sells (now Deloitte), and then worked at Cardinal Industries where I was a manager in the partnership accounting department.
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In hiring LongwoodCPA, I was seeking guidance, not only for the filing of my tax returns, but to gain information and knowledge to assist me in making the financial and tax decisions... - Raymond P. Kloepper II, MD read more
As a result of our firm’s relationship with LongwoodCPA, I have spent way, way less time worrying about and sifting through my firm’s books... - Ted Rich, Principal read more
The staff at LongwoodCPA focuses on their areas of expertise and is always willing to refer us to another, often non-accounting related, resource to achieve our goals... - Patrick Buchanan, CFP, ChFC, CLU, President read more
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: