Meet the ProAxis Team
Licensed CPAs and accounting professionals dedicated to proactive, expert financial guidance for New Jersey businesses and individuals.
Schedule Free ConsultationOur Team Philosophy
At ProAxis, we believe that the quality of a CPA engagement is determined by the people delivering it. That is why we staff every client relationship with licensed CPAs — not unlicensed preparers or bookkeepers presenting themselves as advisors. Our team members hold active CPA licensure, complete the continuing professional education required to maintain those credentials, and stay current on both federal tax law changes and New Jersey-specific developments throughout the year.
We are a small, focused team by design. We do not try to serve every type of client in every state. We go deep on the industries and situations where our expertise delivers the most value — and we build long-term relationships with the clients we serve. Most of our clients come to us through referrals from existing clients, which we view as the strongest possible endorsement of the work we do.
Our commitment to responsive communication is not a marketing promise — it is a practice standard. Every team member understands that timely, clear communication is a core part of what we deliver, and we hold ourselves accountable to meeting that standard every day.
The ProAxis Team
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Team Member Name
CPA, NJ LicensedLicensed CPA | Managing Member
With extensive experience in tax planning and business advisory services for New Jersey businesses, our managing CPA brings deep expertise in NJ and federal tax law to every client engagement. Specializations include S-Corp tax planning, real estate investor accounting, and business entity structuring for Bergen County businesses.
Specializations
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Team Member Name
CPA, NJ LicensedLicensed CPA | Tax & Accounting Manager
Focused on small business accounting and individual tax preparation, our tax and accounting manager brings a meticulous approach to compliance and a talent for identifying deductions that clients often miss. Deep expertise in bookkeeping system setup, payroll compliance, and multi-state tax filing for NJ-based businesses.
Specializations
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Team Member Name
CPA CandidateSenior Accountant | Advisory Services
Our senior accountant specializes in financial statement preparation, business performance analysis, and supporting clients in understanding the financial health of their businesses. Works closely with our fractional CFO clients to deliver the reporting and analysis they need to make informed strategic decisions.
Specializations
Our Credentials & Commitment to Clients
- Active NJ CPA licensure: Our CPAs hold active licenses issued by the New Jersey State Board of Accountancy and fulfill the required continuing professional education annually.
- AICPA membership: Our CPAs are members of the American Institute of Certified Public Accountants, adhering to the profession's code of professional conduct and ethical standards.
- NJ Society of CPAs: We stay current with New Jersey-specific tax developments through membership and engagement with the New Jersey Society of Certified Public Accountants.
- Technology certifications: Our team is trained and certified on leading cloud accounting platforms including QuickBooks Online, Xero, and related tools, ensuring efficient and accurate digital workflows.
- IRS Authorized e-File Provider: ProAxis is an authorized IRS e-file provider, ensuring secure and timely electronic filing for all tax returns.
Interested in joining the ProAxis team?
Reach out through our contact pageWork Directly with Our CPA Team
Schedule a free consultation with the ProAxis team. Get to know us and tell us about your situation — no pressure, just expert conversation.