Client service is my top priority. I work with the members of a client’s professional team (attorney, financial advisor, etc.) to formulate a complete and effective tax and/or financial plan. Clients include individuals with tax, estate and/or financial planning needs and small businesses in the service and manufacturing industries.
Tax Returns & Planning
Begin Preparing Your Taxes Today!
A tax organizer is a great way to prepare for filing your tax returns + ensure accuracy. Tax Organizers are available in Microsoft Word or Adobe PDF formats.
A goal without a plan is just a dream!
Developing a financial plan can help you see the big picture and allow you to set long and short-term goals, a crucial step in mapping out your financial future.
A plan is always a good idea!
Young or old, wealthy or not, without an estate plan, the fate of your assets may be decided by federal or state governments —so it’s always a good idea to establish a plan.
Defend yourself against IRS audits!
Let me help you by representing you during any IRS, state or city audits.
Individual Tax Research Projects
Research tax law for specific situations, tax projections for current and future years, and “what if” scenarios.
Develop a plan for an effective and stress free retirement.