Expertise with a personalized client-focused approach to meet your tax needs and goals

Services

Tax

Expert tax preparation, strategic planning, and audit representation for you and your business’ unique needs. Understanding taxes can be complex, but I am here to guide you through them and help you gain a clearer understanding.

Need more than the nationwide strip-mall chain down the street can handle but less than the firms that have $10,000 annual minimums? Then you’re at the right place. 

Advisory

I believe there are two ways to do something: The right way and again. Unfortunately in tax, you sometimes don’t get to do something again, or, if you can, it’s extremely expensive to fix. Advisory services will help steer you in the right direction from the start and help you avoid costly mistakes.

Thinking of starting a business, forming an LLC, buying a rental property, etc.? I can help.

Accounting

Minimizing the tax you pay begins with complete and accurate accounting to ensure you capture every deduction.

Tired of spending your valuable time on accounting when you’d rather spend it on more important things like with your family, in your business or pursuing your interests/hobbies? Accounting Services will help free up your valuable time.

Not currently offered…

  • Live payroll processing

  • Investment advice & wealth management

  • Attest services

  • Business valuations