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My firm offers a wide range of services to my individual and business clients. Because my firm is
relatively small, my clients benefit by getting personalized, quality service that is beyond comparison. Below I
have listed the services that I offer to my clients along with a brief description.
Business and Personal Tax Return Preparation
Tax laws change so often, it's hard to keep up. I have years of experience preparing individual, corporate, partnership,
trust, and estate tax returns. I can make sure you get every advantage you deserve.
Small
Business Financial Reporting
I understand small businesses, since I am one myself. I can, on
a consulting basis, help you with such issues as business planning, cash flow analysis, and loan application preparation.
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.
Financial Planning Small Business
Whether you're
saving for major business expenditures or your child's college education, I can help you choose the investment vehicles
right for you.
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