• Individual Tax Preparation and Planning. Ideal for individuals and families on an annual basis, and in particular, during the years where life’s changes are having an impact on their tax situation. Education and planning available throughout the year.
  • Small Business Tax Preparation and Planning. Customized services provided throughout the life cycle of the business from choosing the best type of entity to preparing for a tax-advantageous exit strategy.
  • Trust and Estate Tax Preparation.  Services include helping surviving spouses, beneficiaries and trustees through the difficult process of filing the final tax returns as well as addressing the tax implications of asset distribution to the beneficiaries.
  • Accounting Services. Monthly accounting services available for existing tax clients only.

Contact my office to schedule your Complimentary Tax Strategy Consultation