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  • Financial statement preparations: compilations, reviews & audits
  • Quarterly and annual financial reporting statements
  • Bookkeeping
  • Cash flow management
  • Business startup consulting
  • Account reconciliations
  • Fixed Asset management
  • Tax compliance & planning
  • Tax return preparation
  • Estate & Gift tax planning
  • Personal income tax planning
  • Financial planning
  • IRS representation


TAX SERVICES - Individuals

  • Audits
  • Agreed upon procedures
  • Compilations
  • Reviews
  • Forecasts & projections

It is my job to see that you pay no more income tax than the law requires.

Because tax laws can be extremely complicated and are constantly changing, it is easy for you to overlook deductions and credits to which you are entitled.

Allow me, a Certified Public Accountant and tax professional, to prepare your tax return accurately ensuring your peace of mind.  I will serve as your advocate in all tax matters.


TAX SERVICES - Businesses

  • Income tax return planning & preparation
  • Assistance in selection of accounting methods, legal organization and financial reporting
  • Sales & payroll tax return preparation
  • Form of ownership
  • IRS representation