Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services and give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Your Tax forms are Reviewed
By reviewing of all of your Tax Forms are a part of my services. I will discuss each of your tax forms that are necessary to your unique needs. I deliver financial statements and reports that are clear and concise.
Business Consulting
As a true business partner, I am available to help you discuss any of your business issues or problems.
Estate & Trust Tax Preparation
Estate matters affect everyone. I can work with your legal counsel to prepare your Estate or Trust Tax return.
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IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, as a R.T.R.P. ( Registered Tax Return Preparer ) I have rights to bring limited representation before the IRS concerning your tax matters.
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Retirement Planning
Retirement planning is critical in these uncertain times. If you are developing a retirement plan for yourself, I can help you evaluate the available options. My focus is on helping you to make the choice that is most appropriate for your own financial situation.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage your personal and your business tax issues. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.