I go beyond tax preparation to help my clients plan for the future. I offer individuals and families with a variety of valuable tax planning services including income tax, retirement, gift/estate and trust planning.

I have over 30 years of experience helping families and individuals minimize their tax liability and can help you with all your tax planning and preparation needs. I take the time to explain your planning options carefully in an effort to provide simplicity from complexity so that each of my clients has a clear picture of their financial standing. I work in a primarily paperless office environment and the security of your information is my utmost priority.

My tax services for individuals and families include:
Tax return preparation and related services

Individual income tax return (1040)
Electronic Filing
IRS assessment and problem resolution
IRS audit representation
Sole proprietorship taxes
Small business tax return preparation (1120s, 1065)

Tax planning and consulting

Proactive tax planning to minimize tax liability and address the new net investment income tax (where applicable).
Cash flow management
Budgeting