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| Welcome! |  |
| If you are looking for someone you can trust to guide you with your financial decisions, prepare your tax returns, and ensure professional, personalized service, you have come to the right place! I offer financial services at all levels for a variety of needs. I have experience working with individuals, small and large business owners, trusts and estates, and independent professionals. Please call to find out how I can tailor my services to meet your needs. |
| Services | |
| I am an Enrolled Agent (EA), enrolled to represent taxpayers before the IRS, with over 25 years of corporate financial accounting experience. I have expertise in all areas of taxation including tax return preparation and planning, out of state tax return preparation, and IRS problem resolution and representation. My experience includes preparation of returns for individuals, corporations, partnerships, estates and trusts. I provide consultation in all areas of personal financial planning, including estate and trust planning, and investment services. As a former Chief Financial Officer, I am qualified to provide complete bookkeeping services. |
| About My Practice | |
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Since my business is not a firm with junior partners and associates, when you receive financial services from me, you can be assured that I am the person preparing your tax returns and managing your finances. All of the services you receive will reflect my personal high standards and extensive credentials. When a problem arises, you can be assured that I will respond promptly with informed solutions. |
| Free Reports and Newsletters | |
| Reduce your taxes…Make better business decisions…and learn how to grow your wealth by reading my Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in my monthly newsletter. |
| Tools and Resources | |
| Balance your checkbook, save for college education, check the current tax rates, tax due dates, check your tax refund status, securely send me your accounting files or receive files securely from me. |
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