Gretl is a highly successful entrepreneur and CPA. Her driving passion is to help individuals and businesses achieve financial success. She has spent more than 25 years helping closely held businesses, their owners, and individuals with financial planning and searching out tax reduction opportunities. Using her breadth of experience, Gretl works to add value to our clients by first taking time to understand their unique situation and long-term goals. She works to identify opportunities as well as issues with their existing financial situation. Then, she develops creative solutions and strategies to fit their individual situation. Strategies are only as good as their implementation, so we help our clients implement those strategies.

Gretl has represented clients with both federal and local tax issues and has helped individuals and businesses navigate the complex tax code in order to create the most tax advantageous situations. She focuses on clients with unique and challenging situations.

Gretl has been a speaker for chapters of the American Women's Society of CPAs and Certified Management Accountants on a range of accounting and finance topics. She writes a regular column in GO Magazine on various business topics.

Florida Atlantic University, Masters of Accounting
California State University Fullerton, MBA with a concentration in Finance
California State University Long Beach, BS Accounting
Florida CPA
Chartered Global Management Accountant
Member of the American Institute of Certified Public Accountants
Member of the Florida Institute of Certified Public Accountants
Advanced Certification in QuickBooks
Member American Society of Tax Problem Solvers
Member National Association of Tax Preparers
Past Chapter President American Women's Society of CPAs

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