We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles


Certified Public Accountant

Every time Congress tries to simplify the tax code, they add even more complex rules and regulations. That makes it extremely difficult for the average person to keep up with all the changes. Many folks comment that they always used to do their own taxes, but with the changes in the laws, it has become too burdensome to handle. That’s where Peter can help. The primary focus of his practice is on helping individuals and small businesses with their accounting and tax needs.

Peter was born and raised in Brooklyn, NY.  He has been in the public accounting profession since 1986. In 1999, following the birth of his first child, Peter and his wife Cathie decided they would raise their family in the South and chose metro Atlanta for their home.

Peter works extensively with small and medium sized businesses. He enjoys working with clients, putting an emphasis on creating sound bookkeeping systems, preparation of financial statements, income tax planning & preparation, tax conflict resolution and business consultation.

Between 1980 and 1986, Peter worked full time while attending Pace University in New York City. He earned his way through college and graduated in January 1986 with a Bachelor of Business Administration with concentrations in Accounting, Taxation and Law.

Peter enjoys meeting personally with his clients. It is very rewarding to be able to help guide clients through the labyrinth of tax and financial issues. Peter’s clients have come to expect, and receive, professional competent services in a relaxing atmosphere. No one is afraid to ask questions.

Peter’s greatest professional achievement is the relationships he has established and maintained with his clients. They depend on him and he thrives on exceeding their expectations. Many of Peter’s clients have been with him in excess of 20 years.

Peter enjoys time at the beach with his family, Panama City Beach or Hilton Head Island will do just fine. He and his wife Cathie live in Milton, GA, with their two sons, Alexander and Nicholas, and Bunns and Coco, their Siberian cats.

Professional Memberships

AICPA – American Institute of Certified Public Accountants, the national professional organization for all CPA’s. I agree to act under its Code of Professional Conduct in order to maintain the highest degree of integrity in my practice.

GSCPA – Georgia Society of Certified Public Accountants. I enjoy the high quality course work of its continuing professional education.


Certified Public Accountant

Beverly was born and raised in Georgia. After spending two years at Georgia Tech, she and her new engineer husband moved to Maryland where Jim started his professional career and Beverly finished her General Business degree at the University of Maryland in 1981.

After working in business for about five years and moving to Florida, Beverly became a stay-at-home mom for their three children. As the children began elementary school, Beverly returned to part-time work. Part time work grew into full time work when Beverly started working for a CPA in St. Petersburg, FL.  

After working in accounting for twenty years, Beverly was challenged to become a CPA. So, at the age of 50, she returned to college to obtain a Bachelor of Accounting degree from the University of South Florida in 2011. Soon after, Beverly passed the CPA exam and became a Florida CPA in 2012.

In 2015, Beverly and Jim moved from Florida to Roswell, Georgia. Beverly enjoys preparing taxes and when not conquering the tax code she enjoys sewing, knitting, reading and travelling.