Experience you can trust
A native of Brooklyn, I graduated from the Villanova School of Business with Bachelor Degrees in Business Administration and Accountancy. I launched my CPA career as an auditor with PwC in their Financial Services and Alternative Investments groups in New York City, specializing in assurance services and regulatory reporting. Later, at Millennium, I specialized in financial statement preparation, management reporting, and international tax compliance for hedge funds. Prior to launching Gearity CPA, PLLC in 2023, I spent six years as a tax and business consultant with MPW CPAS & CO., in Wilmington, NC. I currently hold CPA licenses in North Carolina and New York. My dedication to client service stems from my genuine concern for their financial well-being and an insatiable desire to learn. Working with so many unique individuals across many industries allows me to put my knowledge and skills to the test every day with extraordinary purpose. When I’m not in the books I am staying active, playing beach volleyball, golfing, traveling and enjoying life on the coast.
Operating with a Growth Mindset
When it comes to tax planning, deductions are front and center for most people. Parents have college tuition, retirees have medical expenses and real estate investors have repairs and acquisition costs. Understanding how life expenses play into your overall tax equation is important, but planning for how you will afford them is just as important. In my practice, I encourage clients to have a growth mindset and plan for future milestones. A popular question from business owners is whether they should invest in capital assets or prepay expenses before year-end to decrease their taxable income. My answer always depends on what their vision for growth looks like and what that vision will cost down the road. For business owners, growth may involve opening a new office, increasing headcount, or developing a new product or service. If we take the time to plan for growth, together we can strategize on how to spend money today to invest in your future success.
Contact
Office: (910)795-1834
Location
32 N Front St
Wilmington, NC 28401
$1/HR Parking Garages Located at 114 N. 2nd St and 115 Market St