If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.

Business & Personal Tax Preparation:

Preparation of Individual 1040, Partnership 1065, S Corporation 1120S and Trust 1041 tax returns. Tax planning to manage estimated year-end tax liabilities. I understand how the latest federal and state tax changes will affect you and your business and work to optimize your tax situation on an ongoing basis.
Return to Top

Tax Resolution & Compliance Services

If you have received IRS or State tax notices, consulting with me before taking further action. If you have not filed taxes for one or many years, I have helped many clients come back into compliance with both the IRS and State taxing agencies.
Return to Top

Monthly CFO Services

Monthly retainer where we meet on an ongoing basis to review current financial statements for your business, bookkeeping and payroll services, ongoing estimated tax liability planning and preparation of the year-end business tax filing. Your personal CFO on an ongoing basis. Please see, for more information.
Return to Top

Business Consulting

As the former Director for the Small Business Development Center, I have extensive experience working with new and existing businesses. I can improve both the financial and operational systems of your business, provide strategic and financial analysis and help the overall analysis of your business. I am ready to engage consulting projects to help you make the best decisions for your business.
Return to Top

Accounting Software Selection & Implementation

With all the bookkeeping software options on the market today, it is helpful to speak with someone who has worked with most of the bookkeeping software platforms available. If you are still incurring business expenses in your personal accounts or your Chart of Accounts is simply nonexistent, I can help. I can analyze the nature of your business and financial transactions, current technology, future business plans and identify a software solution that is right for you.
Return to Top

Financial Planning

Back Door Roth contributions, maximizing SEP contributions, whether you are developing a retirement plan for yourself or trying to figure out what is the optimal amount to contribute to your retirement plan in a given year is, I can help. My focus is on help you make the best choice for you while also maximizing your tax savings.
Return to Top

Call today to schedule an appointment!