I specialize in providing quality, relationship-based financial services for individuals and the business community.
Tax Planning, Consulting and Preparation
The firm prepares all federal, state, and local tax returns for individuals and businesses. I work year-round to stay abreast of tax laws changes and identify opportunities to minimize your total tax burden. Entities served include:
Small Business Accounting and Consulting Services
The accounting and tax services are tailored to each business owner's circumstances. I provide valuable guidance for new business start-ups. As a business grows and develops, I offer comprehensive services including accounting and bookkeeping, cash flow management, tax planning, and consultation services. I will work with you to help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.
QuickBooks Accounting Services
I work with our business clients to assist with QuickBooks, including set-up, training, support, and reporting.
Life and Crisis Management
I assist individuals in getting their personal records in order. I also provide help for clients who need additional financial and emotional support because of illness, divorce, or death of a family member.