| 1967 |
Completed Income Tax Course |
| 1968 |
Worked in franchised tax service office |
| 1969 |
Established own tax practice in home |
| 1972 |
Pioneered in use of computerized returns |
| 1976 |
Graduated from Hofstra University, Hempstead, NY, with Bachelors Degree in accounting |
| 1979 |
Passed IRS Enrolled Agent Examination |
| 1980 |
Established full time accounting and tax office in Rockville Centre, NY |
| 1988 |
Passed CPA examination in New York |
| 1992 |
Sold Rockville Centre accounting and tax practice and moved to Sarasota |
| 1993 |
Established tax practice in Sarasota |
| 1995 |
Completed Florida CPA educational requirements (additional year of college) at USF |
| 1996 |
Qualified for and licensed as CPA in Florida |
