INDIVIDUALS | BUSINESS | ESTATES, TRUSTS & GIFTS
Services For Individuals

Income Tax Filing - Prepare tax returns in all 50 States

Quality Advice - Whether it is once a year or once a day, you can count on receiving timely and accurate advice.

Tax Planning - Whether your planning needs are for current year or longer term matters, I am up for the task.

IRS Problem Resolution - I can communicate with the IRS or local government on your behalf. I can clarify matters and work out the best arrangement for you. You have options!

Budgeting - If you have problems saving for the future or meeting your monthly expenses, I can design a budget to fit your goals.

Retirement Planning - Today’s environment warrants quality retirement planning regardless of your age. Let me show you how.

Planning For Your Child’s Education - There are a variety of opportunities available today to save money to secure your childs education. Make sure you're ready.

Services For Business

All Tax Filings - Prepare business tax returns in all 50 states. Not only do I prepare income tax returns, but I can prepare your payroll, sales tax and business property tax returns too.

Incorporations and Formations - I can help you set up your books, provide guidance and get you going on the right track from the beginning.

Tax Planning - I can help you plan for your business throughout the year, whether it is new tax law, techniques to defer income, or deciding whether to make a subchapter S election. I can help you plan to succeed.

IRS Problem Resolution - I can communicate with the IRS or local government on your behalf. I can clarify matters and work out the best arrangement for you. You have options!

Financial Statement Preparation - Accounting and financial statement services can be used for internal purposes or to secure outside financing for your business.

Business Plans & Projections - I can aid you in this all important process and will prepare your financial projections the “right way.”

Bookkeeping Services - In this changing economy there is a great need for bookkeeping “oversight” and I can handle your bookkeeping needs or train you to handle this yourself in an understandable way.

Services For Estates, Trusts & Gifts

Estates, Trusts & Gifts Tax Filings - Prepare tax returns in all 50 States

Estate Tax Planning - My goal is not only to reduce estate taxes but to recognize the emotional needs for my clients when designing an estate plan.