Client Services

My firm offers a wide range of services to each individual and business client. 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. 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.

Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business and financial strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. Ask me about our new tax planning software.

Go To Top

Tax Preparation

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

Go To Top

IRS Representation

As an Enrolled Agent, I am licensed to practice and represent clients before the IRS. My 30+ years of experience ensure that clients are being properly represented before the various federal and state tax agencies. In 2011, I completed the required 3 year program to become a Fellow of the National Tax Practice Institute.

Go To Top

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Go To Top

Estate & Trust Tax Preparation

I can prepare any fiduciary tax returns, both federal and state, that might be required.

Go To Top

Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business entity for your company.

Go To Top


Past year tax return preparation

If you have not filed prior year returns, please contact us so that we may assist you.

Go To Top

Consulting and Planning- Business & Personal

I can help provide advice using tax strategies for your business and personal taxes. Tax planning is a proactive approach to paying taxes, using tax provisions to your advantage, deductions, and tax credits to reduce your tax liability.

Go To Top