Derek F.
For nearly 20 professional years, Derek has been working in the tax and accounting field. From preparing personal, business and non-profit tax returns to leading multimillion-dollar organizations as their CFO. Derek’s combination of tax and practical hands on business experience allows him to guide his clients in a wide breadth issues which has proven very valuable for clients in the past. Derek is an active CPA and takes 40 hours per year of training to keep his license current. Derek is committed to going above and beyond to help his clients.
Reviews
Chris H
Derek did my business return this year. He took the time to really understand my business and came up with several areas both long term and short term to improve my profitability and save money on taxes. He really cares about his clients and their success!
Matthew
I was doing my own taxes for years but came to Derek from a friends recommendation as my kids hit collage age and I had more questions about all the complexities around tax implications for college spending. I wish I had used Derek before and had not thought I was saving money by doing them myself. Derek provides great advice and has always gotten my returns done quickly and efficiently.
Susan
Derek has been doing my personal taxes for years. He helps make sure I have all my documents and takes the time to discuss any questions I have about the return. He also helped me with my personal finances saving me a lot of money each month. I would highly recommend Derek