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.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
- Tax Preparation & Planning
- Small Business Forms and Assistance
- FAFSA Forms Preparation, PHEAA and Educational Grants
- Quarterly Estimated Tax Filings
- Quarterly Sales and Use Tax Filings
- Estate & Trust Tax Preparation
- Limited Representation with the IRS
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I 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 me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.
Small Business Forms and Assistance
FAFSA Forms Preparation, PHEAA and Educational Grants
Quarterly Estimated Tax Filings
Quarterly Sales and Use Tax Filings
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. I 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. I am available to handle all estate and trust tax-related matters.