Tax Preparation

My firm offers professional preparation of federal, out-of-state, and local tax returns at competitive, affordable rates.  Along with your return, you will receive savings and planning ideas that could be worth thousands of dollars to you.

Tax Services

My firm offers a full range of tax planning and compliance services. I will work with you year-round if necessary in order to minimize your total tax burden. My firm also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning

I continuously monitor federal, state, and local tax law changes to allow my clients to minimize current and future tax liabilities.

Investment Review

Let me perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. I can also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.

Financial Planning

My firm offers an array of financial planning services and will work closely with you to help you achieve your financial goals.

Estate Planning

My firm offers estate planning services so you can minimize both federal and state estate tax liabilities. I use a team approach to work with the other members of your financial team. I will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Accounting Services

My Firm offers a range of accounting services, including receivables, payables, and payroll management. My firm will also prepare custom financial reports for internal, managerial use.

Bookkeeping/Write-Up

My firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Cash Flow & Budgeting Analysis

My firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of my clients state that these value-added services are indispensable.

Payroll Services

My firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns.

Accounting Software Selection & Implementation

Need help with accounting software selection and implementation? Our firm will help you select the software that’s right for you and will teach you how to use it effectively.

Benefit Plan Services

My firm can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.

Consulting Services

My company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Pension & Profit Sharing Plans

Would you like help setting up a pension or profit sharing plan? Talk to me!