Download PDFMEET TODD
Todd joined Edelstein as a Healthcare Principal in September of 2023, bringing with him more than 30 years of experience providing accounting, tax, and business advisory services to closely held businesses and their owners. Clients rely on Todd’s experience in public accounting, as a CFO in the private sector, and as a former IRS agent to bring a holistic approach to each engagement.
Education
Isenberg School of Management, University of Massachusetts, Amherst
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Massachusetts Society of Certified Public Accountants (MSCPA)
Florida Institute of Certified Public Accountants (FICPA)
BACKGROUND
Prior to joining Edelstein, Todd was a Principal in the Client Accounting Services group at a top 50 public accounting firm, working extensively with clients in the healthcare, professional services, retail and real estate industries to provide outsourced CFO, tax planning and business consulting services
HOW TODD CAN HELP
As a former CFO for a group of closely held businesses and as a former IRS Revenue Agent, Todd brings a unique perspective to every client relationship, working proactively to ensure efficient business operations that minimize tax obligations.
OUTSIDE THE OFFICE
Todd enjoys golfing, landscaping, traveling, and spending time with his family.