Client Focus
Michael has acquired a specialty in tax strategy and tax efficient from running the tax department of ZBS Group LLP since 2010. He has aided business owners from incorporation to retirement planning and provides his clients with the comfort and security needed to ensure that all angles are covered for personal and business based financial planning.
Michael is dedicated to helping clients achieve a personalized tax-centric financial planning strategy. He understands that every client is different and takes a unique approach to ensure that every factor is addressed. He is committed to delivering tax and financial services that meet each client’s personal objectives.
CPA License, Education, Professional Memberships
Michael is licensed to practice as a Certified Public Accountant in the State of New York. He holds a Master of Science in Taxation from The City University of New York, Baruch College, and a Bachelor of Science in Accounting from Towson University, in Maryland. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Public Accountants. In addition to his General Securities Representative licensure, Michael also holds a Producer License to Act as a Life Insurance Broker in the State of New York.
Personal Profile
Michael grew up in Bayside, Queens before his family moved to Plainview, Long Island when he was nine years old. He currently resides in Dix Hills, New York with his wife Amy and his daughters Gabrielle, Cassandra, and Madilynn. When he’s not working, Michael loves to spend time with his children and takes an active role in their lives. He is a big sports fan with his favorite professional sports teams being the New York Giants and the New York Islanders. Michael also loves a good meal and exploring new restaurants and cuisines. He is always prepared with a recommendation for any situation.