Client Services
I offer a wide range of services to my individual and business clients. Because I am a sole proprietor, clients benefit by getting personalized, quality service that is beyond compare. Below I have listed the services that I offer to my clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional who can provide that service.


Tax Services

Tax Services

I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation (see tax planning and preparation below) - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations *Taxing authority representation

Tax Planning

Tax planning is an essential element of the tax preparation process. Tax planning should be done before the end of the year. After the year has ended I can only assist you in reporting what happened in the preceeding year. By getting together in November or December I can help you minimize taxes for the current and future years. By making tax planning part of your overall business strategy, you can use my experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

My significant investment in computerized tax preparation and research software enables me to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

IRS Representation

During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.

Estate & Trust Tax Preparation

Effective estate and gift planning (see estate planning below)facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

Consulting Services

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

Accounting Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. I can assist you with the day-to-day tasks associated with bookkeeping.

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