With over 30 years of experience, Charlie has built a solid reputation as an industry leader in real estate and construction accounting. As a co-founding partner of the firm, he provides a broad range of advisory services to both businesses and high-net-worth individuals, specializing in financial planning, tax planning, and negotiating business sales and purchases. In addition to his accounting expertise, he has hands-on experience owning and managing a large portfolio of real estate properties.

Charlie is associated with several professional organizations, including the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CTCPA). 

Sacred Heart University – Fairfield, CT
Bachelor of Science in Accounting – 1986

University of New Haven – New Haven, CT
Connecticut Graduate level tax courses

An industry leader in real estate and construction accounting, with real-world experience owning and managing a large portfolio of both residential and commercial real estate properties. Advises clients on the valuation, purchase, sale, and operation of their properties as well as methods for lowering their taxes.

Specializes in tax preparation and tax planning for businesses and individuals.