Services
Tax Advisory and Preparation
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. My firm is large enough to offer a full range of professional services, but small enough 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. I seek to provide a holistic financial approach for my clients through a uniquely tax-focused lens.
Listed below are areas of various planning to guide you in making decisions about how to spend your hard-earned money. Recommendations for improvement will be made after your situation is assessed.
Small Business Consulting
As a true business partner, I am available to help you manage everything you will need to start up your new small business. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to accounting, what you need to get started, or the tax needs of your small business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.
Education Planning
As a tax advisor, I deliver insightful solutions to make your or your child’s educational desires come true. It is most important to view education planning as an investment rather than an expense.
Legacy Planning
Legacy planning is helping individuals take care of themselves today as they arrange for the care and comfort of their loved ones tomorrow by carefully positioning assets to provide the greatest current and future benefit. Proper legacy planning can eliminate the problem of having the family placed in a position of guessing what is wanted. One of the most important financial decisions an individual can make is buying life insurance. A life insurance review will help in the selection of the most suitable solution to meet the needs of clients.
Integrating proactive tax planning and insurance provides clients peace of mind and a richer everyday life free from future worry and stress.
Medical Insurance
In addition, I offer Medicare Supplemental insurance. This is a health insurance that covers medical expenses where traditional Medicare falls short of the mark.
Retirement Planning
As your tax advisor, I provide guidance and direction in analyzing obstacles facing retirees. Topics of discussion will include solutions to what is needed for individuals and what is needed for a business. A strategy is designed around your specific situation.
Tax Planning & Preparation
Effective tax planning and preparation 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.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. I offer Notary Public services and am available when you need me.