Business and personal tax preparation
Business planning
Bookkeeping and budget preparation
Strategic analysis

TAX: my experience comes from working at local CPA firms which has given me the opportunity to work directly with clients on their tax matters. 


For you, I can prepare:

Individual: 1040
Partnerships: 1065
S Corporations: 1120S
C Corporations: 1120
Non Profit: 990

FINANCIAL MANAGEMENT: I personally mange my own tax business and real estate investments. I have assisted several businesses and individuals in developing accounting and budgeting systems as well as make investment decisions.

For you, I can:

Perform monthly CFO functions.
Create a personalized accounting system for you and your business. 
Maximize efficiency between the accounting system, tax return preparation and using this information for strategic management decisions.
Bring order the chaos that is most people’s financial, accounting and budgeting system.

BUSINESS DEVELOPMENT: as the former Director of the University of Alaska Fairbanks Small Business Development Center, I have extensive experience working with both new  and existing businesses. 

For you, I can:

Improve both the financial and operational systems of your business.
Write business, strategic and marketing plans.
Provide strategic analysis to both minimize tax liabilities while still being able to access capital.
Assist with all phases of business development.


REAL ESTATE:  I have over 15 years of experience as a real estate investor.  I have purchased both residential rental and commercial real estate.  Managing property in 3 states, I understand the challenges owners face, as well as how to maximize tax opportunities real estate investments offer.

For you, I can:

Develop strategies to maximize the tax advantages of owning rental property.
Assist with the acquisition of both residential and commercial properties.
Provide cost segregation analysis.