Our Founder and CEO
Our Founder and CEO of BottomLine is responsible for ensuring that clients receive seamless, consistent, and high-quality services. As part of this mission, he is actively engaged in empowering all team members to live up to the highest standards of integrity and professionalism while exceeding each client’s specific needs.
Our CEO possesses over 35 years of experience providing accounting, tax and advisory services to high-net-worth individuals and Fortune 100 companies in a broad array of industries. Throughout his career, he focused on of offering a cost-effective solution by working with his clients to identify tax ramifications and opportunities on a variety of business and investment issues.
Our CEO developed his leadership skills and diversified experience from various management assignments in private industry with major international companies such as Carl Zeiss, Artnet.com, EBS Dealing Resources and MasterCard Worldwide and in public accounting with a leading worldwide professional service organization (PricewaterhouseCoopers). From these assignments, he focused his learning to constantly attune himself to developments within the US income tax system to guide clients through the maze of tax law changes and the latest thinking. Also, as an experienced international tax professional, he helps clients fully comply with the various international tax compliance requirements including cross-border tax issues and planning opportunities while minimizing total tax on a global basis.
Our CEO holds both a B.S, degree with Cum Laude honors in accounting from St. John’s University in New York and a M.S. degree in taxation from Pace University in New York. He is a Certified Public Accountant from the State of New York since 1985. He is a member of both the American Institute and New York State Society of Certified Public Accountants. And an adjunct professor at Fordham University.
The history of BottomLine is built upon a tradition of service, technical expertise, and innovative thinking of our professional team to meet the needs of a rapidly changing world. Our team of professionals demonstrates the highest levels of quality, integrity, and professionalism in delivering tax services.
It is not just professionalism and expertise that set our team apart. Our team also has a strong commitment to the clients they serve. Loyalty and relationships link our team and, in turn, link our professional staff to our clients. Their work is more than a job; it’s a career focused on a long-term commitment in helping you achieve your tax goals.
We strive to obtain the profession’s most qualified tax professionals to meet the ever-changing needs of our diverse client base. The unparalleled experience and academic and professional credentials of our staff enable us to match the required skills to the job at hand. When you select BottomLine, you’re selecting professionals who provide quality service adaptable to your needs.
From our receptionist to our executive staff, we strive to fulfill your tax needs in a way that exceeds your expectations. Our team of professionals thrives on a ‘can do’ attitude and prides itself in being responsive to client needs.
Our Clients’ Success is Our Team’s Success
BottomLine ensures you will receive the most helpful and accurate services. We value our clients and provide exceptional client service. Our value is found in the success of our clients. Here is a sampling of success stories:
– Sales Tax Audit Assistance
We negotiated and settled a long-standing New York, sales tax audit for a three-year period for a popular and well-known Arthur Avenue Pizzeria. This process was settled with no reliable supporting documents, for less than $25,000, and no criminal charges.
– Outstanding Income Taxes
Our team developed a game plan and settled outstanding IRS proposed income tax audit adjustments in excess of $500,000 for less than $200,000 for a top-rated New York City, Mexican restaurant chain. We subsequently negotiated a favorable Offer in Compromise with the IRS for less than $100,000.
– Business Expansion Services
BottomLine explored New York, tax-free zones for business expansion and operating 100% tax free for a builder of drones in Long Island City. We were able to secure no business, corporate, state or local taxes, sales and property taxes, or franchise taxes for ten years.
– Payroll Tax Assistance
For a Westchester-based alarm monitoring and security services company, our team worked to combat a class action suite for payroll tax misclassification issues relating to wages versus reimbursed expenses. We investigated various employee records, and behaviors, reducing original claims more than $1 million to under $200,000.
– Ownership Structure Development
Our team reviewed the ownership structure of various properties and developed new structures for a real estate investor based in Long Island City. We reduced their income taxes in excess of $50,000 annually and avoided substantial risk of loss from potential lawsuits.
– Tax Penalty Elimination
For a large Westchester construction contractor, we prepared financial records and outstanding business income tax returns to eliminate proposed taxes, interest, and penalties more than $1 million for noncompliance. Our staff helped them achieve good standing with federal and state taxing authorities going forward.
– Estate Plan Development
BottomLine developed an estate plan for a client owning a specialty gear manufacturing operation in Westchester. We started with taking inventory of assets and creating various trusts and other vehicles offering protection of assets and saving federal and New York, estate taxes more than $2 million.
– Retirement Plan Implementation
For a Yonkers electrical contracting company, our staff reduced their annual income taxes by $75,000 by selecting and implementing the right retirement plans for the owners and employees. We also added financial security for retirement and further obtained tax credits reducing overall costs for starting plans.