ATTENTION: BUSINESS OWNERS

The due date for most federal business tax returns is  March 15th. Beat the February rush and call now for an appointment.

• Review year end books for missing or incomplete data.
• Assistance with year end closing entries.
• Preparation of year end tax reports.
• Preparation of federal and state business tax returns.

ABOUT MY SERVICES

I offer tax preparation, financial planning, and small business consulting. My primary focus is to minimize taxes, take control of your financial future, and to provide the tools to manage and grow your business.

I started this firm in 1986, with a commitment to personalized service. Located in the shadow of the Legacy Business Park, headquarters to several Fortune 500 firms, my objective was to serve the tax and financial planning needs of individuals and businesses in the Plano/Frisco/Allen area. My initial target market was the executives and businessmen working in the immediate area. In those days, we all were alone out in the boondocks. After a year officing in a large building several miles away, my clients prevailed on me to move my office into my home. This allowed me to tailor and extend my hours of business. Soon busy professionals were popping in over their lunch hour or on the way to or from work. From corporate Presidents and VP’s to teachers and small businessmen, my clients were discussing their sensitive financial matters in the complete privacy afforded by comfortable, yet highly professional surroundings. You deserve expert, affordable service from a professional that cares about you.

WHAT ARE MY CREDENTIALS?

I am a highly qualified, experienced CPA and financial planner. Since the firm’s inception I have offered tax, financial planning, portfolio design, investment management, and small business consulting services. My firm focuses on your unique tax, accounting and consulting needs.

Professional Credentials

• Certified Public Accountant
• Certified Financial Planner
• Master of Business Administration

WHO SHOULD USE MY SERVICES?

Anyone who:

• needs to do more than fill out a short form.
• has recently moved from out of state.
• Has Made Major Changes In Your Life:
  • getting married or divorced.
  • expecting a new addition to the family.
  • responsible for the financial affairs of a parent or
    loved one with diminished capacity.
  • recently changed employers or been laid off.
  • is considering starting or has recently started a business.
  • wants a professional assistance in managing their investment portfolio.
  • needs help establishing an optimal pension or retirement plan.
  • needs help developing a financial life plan and related investment strategies.
  • has recently established permanent residency in the U.S.

LET ME SAVE YOU MONEY!
Check out my Special Discount for new clients.