2401 NW Boca Raton Blvd.
Boca Raton, FL 33431-6632
Florida Atlantic University,
Bachelor of Business Administration in Accounting and International Business
Licensed CPA – State of Florida
Certified Financial Planner – CFP®
Personal Financial Specialist – PFS
Accredited in Business Valuation – ABV
American Institute of Certified Public Accounting
Florida Institute of Certified Public Accounting
Alex has more than twenty years of experience working with closely held private businesses and their owners to provide comprehensive business and tax planning as well as succession and estate planning. He has extensive experience with due diligence and mergers and acquisitions.
Alex specializes in working with flow-through entities (partnerships, limited liability companies and S Corporations) as well as providing, comprehensive assurance services.
- Personal Tax
- Mergers & Acquisitions
Professional Development and Community
- Financial Planning Association – Member
- Construction & Real Estate
- Manufacturing & Distribution
- Professional Service Firms