Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client that matters, look no further. I’m dedicated to helping you understand your taxes and all deductions that may be available to you. Clients can call me all year long and not just during tax season. I offer a full range of professional services, to give you the individual attention you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
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Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
IRS Representation
An IRS audit can be intimidating and complex process, as an Enrolled Agent I can ensure that you are properly represented when dealing with the IRS and other tax authorities.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.