SERVICES

My practice strives to add value to each and every client, both individual and business, through my extensive experise and proactive approach to your financial situation. I provide a broad range of services and invite you to inquire about how I can extend my professional business experience and skills to you.

Taxation
My practice has a strong foundation in federal and state tax issues. My tax background extends back over 20 years and I strive to minimize your taxes, while ensuring you meet your tax obligations ethically.

Tax reporting * Representation before taxing authorities * Tax planning - business and personal * Tax research * Estate and gift taxation

Financial
My practice adds value whether it's your business or personal finances that I am reviewing. My accounting services include the preparation of compilation financial statements.

Business Consulting
I have proven myself a valuable resource to all types of businesses.  When planning business strategies, I look at your individual circumstances and look for situations and opportunities that may bring valuable insights to you.

Feasability studies * Debt financing * Business development * Internal controls * Bookkeeping  and trial balance * retirement planning