services


Individual Tax preparation

With over 800 tax forms and volumes of IRS code and regulations, income taxes can be overwhelming. I listen to clients to learn about them and their specific financial situations. I use this knowledge to prepare an accurate return and to provide tax planning assistance throughout the year.

 

small business tax and consulting

Being a small business owner can be incredibly rewarding, but it is certainly not without its challenges. Often one of these challenges is navigating the many federal, state, and local filings and their due dates. I specialize in working with small businesses to assist in managing and actually understanding the various filings. On a year-round basis, I integrate planning strategies to minimize the overall tax burden to the business and its owners.

 
 

personal financial planning

Personal financial planning encompasses income taxes, gifts, charitable giving, cash flow, retirement and estate planning. A CPA has a unique insight into a client’s financial situation. We use this to build an overall financial plan that balances priorities while addressing life’s transitions.